Holbein Associates was established in January 1986 to provide plan sponsors with the information and consulting necessary to make informed, rational decisions concerning the assets of their plans. Holbein Associates currently provides investment consulting services to plan sponsors whose total assets exceed $25 billion.

Mission Statement

It is the mission of Holbein Associates to add value to the investment results of our clients by providing the best unbiased information and consulting guidance available. We are dedicated to serving the best interests of our clients only.

The Holbein Advantage

Holbein  Associates provides their clients with in-depth and customized reports tailored to their specific needs. The  services Holbein offers include:

• Total Asset Planning

• Investment Policy

• Investment Manager Selection

• Monitoring System

• Custom Performance Reporting

Key Facts about Holbein

Holbein Associates views the relationship with our clients as a partnership. We view ourselves as fiduciaries and conduct our business as such. Holbein Associates is an independent employee owned investment advisor that services high net worth individuals, foundation/endowment, public and corporate pensions as well as 401(k) corporate clients.