Brown Advisory's approach to investment management reflects our principles of independence, diversification, and a long-term perspective. Within each of our disciplines, we conduct intensive fundamental research that guides our selection of specific securities and sectors that offer highly competitive, tax-efficient returns. Through a combination of our proprietary in-house capabilities and strategic relationships with a select number of outside firms, we are able to build portfolios that specifically address our clients' needs for diversification, income, and risk/reward objectives. Our in-house expertise is centered on the core requirements for U.S. equities and fixed income, including large-cap growth, large-cap value and small-cap growth stocks, and taxable and tax-free bonds.

These core strengths are complemented by the skills of a few carefully chosen outside managers who specialize in selected asset classes and are available through our "selective open architecture" program.