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Individuals & Families For private clients interested in our discretionary investment management services.

Family Office For individuals, families and professional single family offices requiring a sophisticated partner for their complex investment, generational planning, and financial reporting needs.

Endowments & Foundations For endowments, foundations or any nonprofit seeking a fiduciary, investment management or strategic partner.

Institutions & Consultants For investment consultants, pension funds, financial institutions, discretionary wealth managers and fund of funds managers interested in our proprietary investment strategies.

Financial Intermediaries For RIAs, broker-dealers, private banks or investment platforms of any kind seeking distinct and packaged investment solutions.

Mutual Funds We invite you to learn more about our family of mutual funds.
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Institutions, Consultants & IntermediariesFor investment consultants, pension funds, institutions, charities, discretionary wealth managers and other financial intermediaries.

CharitiesFor charities, endowments, foundations and other nonprofit organisations.

Private Clients For individuals or families, their trustees and advisers.

U.S. Expatriates & U.S. Connected For U.S. citizens, green card holders, beneficiaries of U.S. trusts and U.S. connected families.

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Caroline Cai, CFA (Pzena)

Managing Principal, Co-Chief Investment Officer

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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.

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Brown AdvisoryUnited States

Brown Advisory International

Caroline Cai, CFA (Pzena)