Clients

Holbein  Associates  believes that every client is unique. Our clients vary   from   government   agencies,  non-profit   organizations, corporate  entities and high net worth individuals.  Our clients range in  size from  $10 million to $13 billion.

 

Clients Include:

  •  public pension plans

  •  endowments and foundations

  •  corporate defined benefit and defined contribution plans

  •  Rabbi trusts

  •  high net worth individuals

We develop trustworthy relationships  with our clients  where we act as an extension of the client's staff. We view ourselves as fiduciaries and  conduct our  business as such,  always  confining  ourselves to decisions that are best for the client.

 

 

We   believe  education  is  the  key  to  success.  We  continuously provide  education on investments existing and new to help our clients meet their objectives.

2006 Holbein Associates, Inc.