Holbein Associates General Information

Description

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. It focused to add value to the investment results of the clients by providing the unbiased information and consulting guidance available. The firm provided services such as total asset planning, investment policy, investment manager selection, monitoring system and custom performance reporting. The firm's clients included public pension plans, endowments and foundations, corporate defined benefit and defined contribution plans, Rabbi trusts and high net worth individuals. The Bogdahn Group has acquired Holbein Associates and is no longer operating. Hence, the firm is no longer actively tracked by PitchBook.