HOLBROOK GLOBAL STRATEGIES

Overview

Holbrook Global Strategies is an independent RIA focused on financial planning and portfolio management for individuals, families and small businesses. The firm runs primarily discretionary portfolios and shows a clear preference for liquid, exchange-traded exposures as the core of client portfolios. Beyond public equities, the adviser allocates to a range of external alternative managers — including private equity, venture capital, real estate, commodities and oil & gas — and also uses mutual funds as complementary building blocks. Fee arrangements combine a percentage of AUM with hourly charges, reflecting a mix of ongoing portfolio oversight and project-based planning work. The firm is individually owned and has been SEC-registered since 2004.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices