Finance Articles

The Golub Group Launches Separately Managed Account Program for Investment Advisors

San Mateo, CA (PRWEB) May 31, 2007 ?- The Golub Group, a San Mateo-based investment management firm for high net-worth individuals and institutional clients, today rolled out a new separately managed account program for financial planning and wealth management firms and their clients.

The Golub Group SMA Program is available to advisors through the Schwab Institutional Marketplace platform and includes Core Equity, Equity Income and Balanced investment portfolios. The accounts are managed by a team of financial services veterans using the firm?s highly-disciplined investment process that seeks to create wealth by managing risk first. The SMAs recently earned a ?Top Guns? ranking by Informa Investment Solutions, a leading provider of performance measuring and reporting services for institutional investors.

?We are delighted to offer this institutional-class money management service to investment advisors and wealth managers,? said Golub Group President Colin Higgins. ?Our separate accounts will combine a history of strong performance with unprecedented access to the professionals who are making the investment decisions on all our funds.?

Top Performance in a Growing Marketplace
Founder and CEO Michael Golub leads the 9-member investment management and research team that oversees the separate accounts. Golub Group President Colin Higgins; Portfolio Managers Kurt Hoefer, CFA and Timothy Rich, CFA; Senior Research Analyst John Dowling, CFA; and Ayse Pehlivan, Assistant Portfolio Manager / Research Analyst make up the core team. Consultants Manny Goldman, Kurt Wulff, CFA, and Ralph Block also lend their expertise to the process.

Buttressed by rigorous research, the Golub Group?s investment process narrows stock selection through an eight-step process and includes a consistent sell discipline. ?We focus on world-class, large capitalization businesses, pay strict attention to valuation, diversify and exercise patience,? said Mr. Higgins.

The results have been impressive. In its ?Top Guns? rankings, Informa gave five stars to the Golub Group?s Core Equity portfolio in both the Large Core Equity and Domestic Core categories, while the Equity Income portfolio earned 4 stars in the Large Core Equity Universe. The Core Balance portfolio got three stars in the Domestic Balanced Universe.

The strong performance takes place at a time of significant growth in the industry. According to the Money Management Institute, investors had $889 billion in separate accounts at the end of the first quarter of 2007, up from $678 billion at the end of 2005 and on pace to eclipse $1.5 Trillion by 2011.

?As a boutique firm, we fill a unique niche in the separate account universe,? said Mr. Higgins. ?Investment professionals are looking for a direct relationship with their SMA manager ? not with the sales rep ? and our business model allows us to provide that access, competing on both investment performance and client service.?

About The Golub Group
The Golub Group is a leading provider of investment management solutions for high net-worth individuals and institutional clients in Northern California and across the country. Founded in 2003, the firm?s takes a long-term disciplined approach to investing that seeks growth of capital and minimization of risk through careful management of well-diversified portfolios consisting of high quality assets purchased at attractive valuations. Each portfolio is constructed with the individual?s unique objectives in mind. With offices in San Mateo, The Golub Group manages more than $500 million in assets. For more information, visit www.golubgroup.com.

ABOUT INFOMRA TOP GUNS RANKINGS
3 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.

4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that we select only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.

5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that we select only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.

The content of the Investment Manager Top-Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment using content or implied content from any Investment Manager Top-Guns.

For more information, please contact:
Colin Higgins
The Golub Group
(650) 212-2240

Morrison Shafroth
Communications Strategy Group
720-470-3653

###

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