Client Access

 
 
Home
Meet The Team
Who We Are
Who We Serve
Investment Management
Financial Planning
FAQ
Client Access
Contact Us
Career Opportunities
LOCATIONS:
SAN MATEO OFFICE 
1850 Gateway Drive, Suite 100
San Mateo, CA 94404
Phone (650) 212-2240
Fax (650) 212-2249

Get Directions


PASADENA OFFICE
215 N. Marengo Ave., Suite 390
Pasadena, CA 91101
Phone (626) 356-2400
Fax (626) 356-2415
Get Directions
Contact us today with your questions.

 
 

Welcome To Golub Group

Golub Group offers investment management and financial planning for individuals, families, registered investment advisors, foundations, and select institutions. Our value-based investment approach, delivering long-term growth and income, is at the core of all our services. Our experienced financial advisors help you set goals for financial independence and retirement, as they work with you to create a plan to meet your objectives.

Golub Group is proud to be featured in the Wall Street Transcript.

Click here to read the Wall Street Transcript Article

Do you want a deeper relationship with your financial advisor?

Find out how Golub Group is different.

Do you need advice about navigating turbulent markets?

Learn about how we invest for stability, long-term growth and income.

Are you looking for a path to a secure retirement?

Read more about how we can help you plan for financial independence.

 
Meet Our Team
Click each image to meet our teams.
Investment Management Private Client Group
Business Development Operations
Quarterly Commentary April 1, 2014

The stream of articles, news programs and the new Michael Lewis book on high-frequency trading (HFT), “Flash Boys,” has provided a fascinating look at a particularly dark side of Wall Street, and an opportunity for us to reflect on our position in the world of investing and our role as your advisor. The preservation and growth of a family’s wealth is serious business, so it’s important that we understand the changes taking place around us, confirm that our clients are insulated from harm, and reaffirm the strength and value of our investment philosophy.

Read The Golub Group's Commentary

 

"For the cause that lacks assistance, the wrong that needs resistance, for the future in the distance, and the good that I can do."

George Linnaeus Banks

 

Site design by on24web

Copyright © Golub Group LLC. All rights reserved.  Privacy Policy