To serve sophisticated clients, we live by a simple philosophy: Listen. Offer thoughtful advice. Provide a personalized solution.
For the past five years, our client-retention rate was 97.9%, reflecting the long-term nature of our relationships with clients. (Data as of March 31, 2018)
MANAGING YOUR INVESTMENTS
When we serve as your overarching investment advisor, we seek to add value at every stage of the investment process.
Listening and Learning
We begin with a comprehensive assessment of your needs, to set a baseline for our recommendations. This is all about listening to you. We want to learn about your long-term goals, as well as your short-term needs and constraints. Beyond your tangible financial goals, we also seek to understand your desires for building a family legacy or making an impact through philanthropy or sustainable investing. We engage you on these topics frequently throughout our relationship, to make sure we are keeping up with your evolving circumstances. Every subsequent action we recommend flows from this discovery process.
Building Your Plan
Next, we build a fully customized plan that addresses your situation and goals. We emphasize balance in this process. We want our investment plans to pursue growth while also ensuring a stable foundation for your capital. Our plans tend to focus less on market benchmarks, and more on achieving goals and milestones that are relevant to you.
One of the hallmarks of our approach is a “financial allocation” that precedes portfolio construction. Importantly, we focus on ensuring that you always have an ample pool of liquidity available to meet your short-term needs, so that you will rarely if ever feel the need or the urge to interrupt longer-term investments. Additionally, we seek to supplement your core investment portfolio with opportunistic investments over time—these allow us to help clients take advantage of dislocations in capital markets.
Constructing Your Portfolio
Your dedicated portfolio management team will tailor your portfolio specifically for you. Your team is backed by Brown Advisory’s powerful investment engine, which arms them with in-depth asset allocation research, in-house equity and fixed income research, and a carefully scrutinized and curated set of outside investment managers spanning core, alternative and private asset classes.
Start a Conversation
Please submit the form to begin a conversation about how Brown Advisory might advise you on the next step in your investment journey.
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We advise a variety of inspiring families and individuals, including CEOs, philanthropists, entrepreneurs, political and civic leaders, scholars, athletes, artists and performers. Our work is often centered on a comprehensive relationship with families to serve, engage and connect members across generations. In other instances we work directly with just a single individual or family member—it is all a matter of preference.