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Rick Holbrook

CFA Institute, FPA, MBA
Holbrook Global Strategies
Palo Alto, CA
Powerful Strategies to Grow and Preserve Your Wealth.
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Meet Rick

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Introduction - Rick Holbrook
Video Transcripts

Rick Holbrook is the President and Founder of Holbrook Global Strategies, which he established in 2003. Rick’s mission is to help people consistently grow and preserve their wealth by taking advantage of the diverse investment opportunities afforded by the global markets. The key strengths of the firm are its comprehensive range of asset classes under analysis, coupled with a flexible approach that emphasizes investing in those asset classes that are…

Rick Holbrook is the President and Founder of Holbrook Global Strategies, which he established in 2003. Rick’s mission is to help people consistently grow and preserve their wealth by taking advantage of the diverse investment opportunities afforded by the global markets. The key strengths of the firm are its comprehensive range of asset classes under analysis, coupled with a flexible approach that emphasizes investing in those asset classes that are performing well.

This investment philosophy gives the firm a powerful advantage in delivering consistent wealth preservation and growth to its clients. Rick has been quoted frequently in the major financial press regarding his views about the financial markets. He has also been featured in Business Week and Money Magazine in articles about global investing. In 2008, Rick was honored by Worth Magazine as one of the Top 250 Wealth Advisors in America.

Prior to founding his own firm, Rick was Vice President and Senior Portfolio Manager with Wells Fargo Private Client Services in Palo Alto. Rick was entrusted with some of the largest clients of the firm, helping them achieve their investment goals. He also won the firm’s top business development award for three consecutive years. Rick also worked at Montgomery Asset Management in San Francisco, serving as the Director of Global Asset Allocation for the firm’s high net worth clients.

Rick began his career at Bailard, Biehl & Kaiser, a globally diversified investment management firm located in San Mateo, California. Rick was the Director of International Research at BB&K. He managed the firm’s international equity portfolios for many years. In conjunction with this responsibility, he traveled to Europe and Asia extensively, researching the overseas financial markets to find attractive investments. Through this experience, he developed an expertise in the global financial markets and economies.

At BB&K, Rick also served as the Co-director of Asset Allocation. In this role, he was responsible for the investment strategies for over $1 billion in client assets. He developed a broad understanding of the key investment factors driving the global equity, global bond, real estate, and precious metals markets.

Rick received his MBA degree in 1979 from Stanford University, where he focused his studies on investment management and economics. He graduated from Brigham Young University in 1977 with a Bachelor of Arts degree in economics, earning the distinction of Magna Cum Laude with Honors.


Services offered

Investment management
Retirement planning

Experience with

Small business owners
Medical professionals
Finance professionals
Other professions

Fee structure

Based on % of assets

Memberships

FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute

Education

MBA
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