Investment Philosophy

Holbrook Holdings recommends that clients take a long-term approach to investing. Client portfolios should integrate risk tolerance, return objectives, investment horizon, tax implications and liquidity needs when constructing long-term strategic allocations.

Tactical adjustments to long-term strategic allocations can help bolster returns by increasing exposure to undervalued asset classes, and reducing exposure to those that are overvalued on a historical basis.

Holbrook Holdings believes that a well-diversified portfolio, coupled with value-based tactical adjustments results in a dynamic approach to investing that can help clients reach their financial goals.