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Who We Are

We are so very proud to introduce you to Golub Group because we are:

•  A firm that has a long-term investment approach with superior performance over many years
     and market environments, but particularly, a firm with superior performance in down periods.
•  A firm that has an verified, multi-year track record demonstrating its performance.
•  A firm that manages money in a protective manner.
•  A firm with a consistent and time-tested philosophy of money management, which is clear
     and understandable.
•  A firm that invests heavily in its research capabilities, and which performs its own research,
     independent of outside influences and market fads.
•  A firm with a depth of talent comprising many years of experience, including several analysts
     with the CFA accreditation.
•  A firm that always holds the interests of its clients above those of the firm and its employees.
•  A firm with a demonstrated commitment to superior and timely client service.
•  A firm whose clients benefit from direct access to the entire team.
•  A firm that brings value beyond money management, capable of advising on financial lifestyle
     issues including retirement and education planning.
•  A firm that can identify a client’s need for outside advice and make conflict-free introductions
     to other high-caliber professionals.
•  A firm whose staff, at each visit, elicits a feeling of comfort, familiarity and security from its clients.
•  A firm whose references are genuinely enthusiastic.
•  A firm with a compelling value/cost proposition.
•  A firm that has a succession plan to ensure that we will endure for the long-term to serve
     our clientele.
•  A firm which values the relationship it earns with its clients above all else. A firm which articulates
     what is most important to it and what its purpose for existence is. A firm whose people are
     passionate about what they do and why.
•  A firm that provides security that stretches beyond one’s lifetime. The financially responsible
     party should ask himself or herself, “If something happens to me, am I really comfortable leaving
     the financial security of my loved ones in this firm’s care?”

SAN MATEO OFFICE  1850 Gateway Drive, Suite 600, San Mateo, CA 94404  Phone (650) 212-2240  Fax (650) 212-2249
PASADENA OFFICE   215 N. Marengo Ave., Suite 390, Pasadena, CA 91101  Phone (626) 356-2400  Fax (626) 356-2415