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We believe that having your assets in the right place means just as much as having the right assets. Clients come to Brown Advisory because they want insight and guidance from people they can trust. Our mission is to provide unbiased advice that delivers sound investment performance and makes a meaningful difference in our clients’ financial lives.

Investment managers share a unique relationship with their clients. We understand that no two situations are alike. From investment philosophies and time horizons to generational planning, income needs and sensitivity to risk, interests differ from one client to the next. Our role is to sit down with each client and develop an investment plan suited just for him or her.

Asset Allocation

Fundamental Research

Our Value Proposition

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Few investment decisions are as important as asset allocation. We work with clients to construct a portfolio specifically meeting their needs, with the appropriate combination of equity, fixed income, money markets, and alternative assets.

Strategic Asset Allocation:

Each relationship begins with a strategic asset allocation strategy

We work to develop a plan using various asset classes that reflects the client’s criteria for return, income, and risk

We weigh each client’s tax circumstances, time horizon, business objectives, and philanthropic intentions

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We believe that superior investment results are driven by rigorous fundamental research and stock selection. Our independence from investment banking or principal trading interests allows us to challenge conventional wisdom without concern over conflict of interest. We measure each potential investment by asking a simple question: Will owning this business generate wealth for our clients over the long term?

Research: An Unencumbered View

Quantitative screening and industry-specific knowledge deliver a process that is measurable, observable; and most importantly, repeatable from one investment to the next

Having a deep "in-house" research team of more than 20 analysts enhances our ability to identify a specific company or investment idea and conduct primary research to determine whether it meets our criteria

We generate “alpha” through individual stock and bond selection in relatively concentrated portfolios

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We serve clients through teams of professionals that typically include a Portfolio Manager, Strategic Advisor and Administrator to ensure constant collaboration on a wide range of issues, including portfolio management, taxes, generational planning, charitable giving, etc. Each member of the team brings specialized knowledge to the table and collaborates closely with the client and his or her other advisors, including attorneys and tax experts.

A Personalized Approach for Every Client:

We view our clients as partners

Customized portfolio management solutions

Regular communication

Simple, transparent fee structure

NOW What?

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Account Information Annual Disclosure Terms of Use Privacy Policy Site Directory

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New Account Information

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each customer that opens an account.

What this means for you: When you open an account, we will ask for certain information that will assist us in verifying your identity, such as your name, address, date of birth and taxpayer identification number. In some cases, we may ask for additional documentation, such as a driver's license, passport or other form of governmental identification.

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By using this site, you signify your assent to, and agree to be bound by, the following terms and conditions. You should read these conditions carefully before using this site, and if you do not agree to these terms, you should exit this site. These terms may be amended at any time. Brown Advisory provides this site for informational purposes. Nothing on this site should be construed as an offer or solicitation to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service.

Disclaimer of Warranty and Limitation of Liability

The information on this site is provided "as is". Brown Advisory does not warrant the accuracy of the materials provided herein, either expressly or by implication, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Brown Advisory will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site.

Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, Brown Advisory cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.

Neither Brown Advisory, nor any of its affiliates, directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage, of any kind or nature, that you incur in the event of any failure or interruption of this site, or resulting from the act or omission of any other party involved in making this site or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of the site or such data, whether or not the circumstances giving rise to such cause may have been within the control of Brown Advisory or of any vendor providing software or services support. In no event will Brown Advisory, its affiliates or any such parties be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Brown Advisory or any other party have been advised of the possibility thereof.

Use of Content

Brown Advisory owns this website, and permission is given to display and navigate this site for personal use only. You may download material displayed on this site for non-commercial, personal use only, provided you also retain all copyright and other proprietary notices contained on the materials.

Use of Links

If you leave this site via a link contained herein, you do so at your own risk. The content to which you link will not have been developed, checked for accuracy, or otherwise reviewed by Brown Advisory. Brown Advisory is not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such site, whether actual, alleged, consequential or punitive. Brown Advisory makes no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.

Procedure for Making Claims of Copyright Infringement

Brown Advisory respects the intellectual property of others and asks that you do the same. If you believe that your copyrighted work is accessible on this site in a way that constitutes copyright infringement, you may notify us by providing our Copyright Agent with the following information: 1) the electronic or physical signature of the owner of the copyright or of the person authorized to act on the owner's behalf; 2) a description of the copyrighted work that has allegedly been infringed; 3) identification of the specific location on this site where that work is located; 5) your name, address, telephone number, and email address; 6) a statement by you, made under penalty of perjury, that the above information in your notice is accurate and that you are the copyright owner or authorized to act on the copyright owner's behalf.

Governing Law

These Terms of Use shall be governed by and construed in accordance with the laws of the Maryland, without giving effect to any principles of conflicts of law. If you take legal action arising out of or relating to these terms and conditions, you agree to file such action only in the state or federal courts located in the City of Baltimore, and you hereby consent and submit to the personal jurisdiction of such courts for the purposes of litigating any such action. If any provision of these terms is deemed unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from these terms and shall not affect the validity and enforceability of any remaining provisions. This is the entire agreement between Brown Advisory and the user relating to the subject matter herein.

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At Brown Advisory, we believe that you deserve frank and open communication on all aspects of our relationship. In this spirit, we provide this annual summary of our policies relating to confidentiality and privacy of client information, mutual funds, conflicts of interest, trading commissions, proxy voting and Form ADV annual notice.

CONFIDENTIALITY AND PRIVACY POLICY

Brown Advisory takes the confidentiality of your personal information and the privacy of your account very seriously. Our commitment to safeguard your personal information goes beyond our legal obligation to process your transactions accurately and securely. Whether we serve you online, in person, on the telephone or by mail, the principles that guide the way in which we conduct business are built upon the core values of trust and integrity.

We limit access to your personal information to only those employees with a business reason to know such information. We train and consistently remind all employees to respect client privacy and to recognize the importance of the confidentiality of such information. Those who violate our privacy policy are subject to disciplinary action. This commitment also applies to the sharing of information among Brown Advisory and its affiliates.

We maintain physical, electronic and procedural safeguards that comply with applicable laws and regulations to protect your personal information, including various measures to protect your personal information while it is stored electronically.

Federal law requires us to inform you that we have on record personal information about you and that we obtain such information from you directly (e.g., information you provide to us on account applications and other forms, such as your name, address, social security number, occupation, assets and income) and indirectly (e.g., information on our computer systems about your transactions with us, such as your account balance and account holdings). Any personal information you choose to provide is kept confidential and allows us to: (i) provide better and more complete investment and strategic advice; (ii) develop new services that meet additional needs you may have; and, (iii) comply with legal and regulatory requirements.

In addition, in the normal conduct of our business, it may become necessary for us to share information relating to our clients that we have on record, as described above, with companies not affiliated with us who are under contract to perform services on our behalf. For example, we have contracted with companies to assist us in complying with anti-terrorist and anti-money laundering statutory requirements (including the identification and reporting of activities that may involve terrorist acts or money laundering activities), companies that provide clearing services, and other vendors that provide services directly related to your account relationship with us. Our agreements with these companies require that they keep your information confidential and not use such information for any unrelated purpose.

We do not sell information about you to third parties, and we do not otherwise disclose information to third parties without your permission or unless required by law.

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Brown Advisory Wins Lipper Award
Winslow Environmental News: The Time is Now for Climate Change Adaptation
Investment Perspectives: Alphabet Soup: The Shape of Recovery

Specialist US equities manager Brown Advisory has seen its US Equity Value Ucits III vehicle reach $100m in assets under management. Run by Richard Bernstein, the US Equity Value Ucits fund was launched under the group’s Dublin umbrella in February 2006 and mirrors the manager’s existing concentrated long-only strategy, which has $1.1bn of assets. Brown Advisory London office director Logie Fitzwilliams says the strategy has proved attractive in the European market this year. “We reached our three-year track record in February, launched a sterling-hedged share class in October, and have seen impressive inflows, not just from the UK but also from institutions in Scandinavia, Spain and Switzerland,” he says. Iveagh Private Investment House partner and head of portfolio management Chris Wyllie backs Bernstein’s approach and Brown’s strong research platform. “Together, these have delivered an outstanding long-term track record which can be replicated in the future,” Wyllie adds. “It is a good example of what we look for in a fund.” The milestone follows the recent launch to the European market of Brown’s US Equity Growth.