Harnessing The Power of Independent Advice - For You
What we do well cannot be accomplished on a large scale. The Power of Independent Advice defies mass production. That's why Brown Advisory was created in 1993 as a separate, focused group within Alex. Brown & Sons, America's oldest investment banking firm, founded in 1800, and a leader in financing growth companies. From the very beginning, we created and sustained independent research and trading capabilities and an independent Board of Directors.
In 1998, we separated from Alex. Brown by purchasing the business in a employee-led buy-out, in the belief that our clients' interests would best be served by independent ownership. Brown Advisory's mission was then and is now to serve a small number of institutions, corporations, and high net worth investors by providing the insight and sophistication that their complex financial circumstances demand.
By virtue of our employees' substantial equity interest in the firm, each of us has a vested interest in forging lasting client relationships based on integrity, loyalty and trust. In a world of financial supermarkets, our independence means that each client benefits from our individual attention and expertise.
Over the years, we have stressed the importance of balance, diversification, and good planning. Wealth enhancement begins with wealth preservation. Proper diversification, including fixed income and alternative assets, is critical to weathering volatile and challenging investment environments. We also believe in "opportunistic" asset allocation - having a solid strategic investment plan but taking advantage of extremes in the markets. And, because no plan is perfect, we subscribe to the notion of disciplined rebalancing and constant re-evaluation.
In the end, we succeed only when we harness The Power of Independent Advice for you.