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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 audited, 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?”
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GOLUB GROUP VALUES
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Trust
Rigor
Quality
Proactivity
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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 |
CONTACT
info@golubgroup.com |