• Thoughtful, Long-Term Investment Solutions.

    Brown Advisory helps individuals, families and institutions invest their capital, tackle complex challenges and pursue ambitious, long-term goals.

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  • Annual Report

    We are pleased to share with you Brown Advisory’s 2023 Annual Report—Independence.

    This year’s theme presents an opportunity to discuss perhaps the most important principle underpinning our ability to put clients first in everything we do. As we mark our 25th anniversary as a private and independent company this June, the report also allows us to reflect on the past and on how our experiences over the years can help us meet our clients’ objectives in the future. As always, we hope our Annual Report offers a helpful insight into our mission for clients, our support for colleagues and our purpose to raise the future for all stakeholders.

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  • 2023 Asset Allocation Perspectives and Outlook

    We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios. Some key investment themes discussed this year include how a reset in valuations in the fixed-income segment may help simplify portfolio construction, reflections on the current environment where “cash flow is king” and how crucial milestones in artificial intelligence may impact markets and society.

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  • Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

    We are very pleased to announce the launch our U.S. Sustainable Value Fund under our Dublin UCITS umbrella.  The Fund joins our suite of sustainable funds that are available to institutional investors in the UK, Europe and Asia and is governed by Article 8 of the Sustainable Finance Disclosure Regulation (SFDR). It follows a successful US mutual fund launch in February for our US Large-Cap Sustainable Value Strategy.

    See Fund
Our Mission: to make a material and positive impact in the lives of our clients

Our clients deserve first-rate investment performance, thoughtful strategic advice and the highest level of service.

Mike Hankin
President & CEO
Service—to our clients and our communities—is in our DNA.

I believe that a self-interested life would be empty. Service to others makes one a whole person—it benefits communities and also encourages personal growth.

Truman Semans
Senior Advisor