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Brown Advisory
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Individuals & Families
For private clients interested in our discretionary investment management services.
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For individuals, families and professional single family offices requiring a sophisticated partner for their complex investment, generational planning, and financial reporting needs.
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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
For investment consultants, pension funds, financial institutions, discretionary wealth managers and fund of funds managers interested in our proprietary investment strategies and UCITS funds.
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For financial advisers, discretionary wealth managers, fund of funds managers and family offices.
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For individuals or families, their trustees and advisers.
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For U.S. citizens, green card holders, beneficiaries of U.S. trusts and U.S. connected families.
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Impact Reports
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Impact Reports, Sustainable Investing
2020 Global Leaders Impact Report
Bertie Thomson, CFA
;
Mick Dillon, CFA
Impact Reports, Fixed Income, Sustainable Investing
2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy
Amy Hauter, CFA
;
Stephen Shutz, CFA
Impact Reports, Sustainable Investing
2020 Impact Report: Large-Cap Sustainable Growth Strategy
David Powell, CFA
;
Karina Funk, CFA
Impact Reports, Sustainable Investing
2020 Summary Report on Engagement
Brown Advisory
Impact Reports, Fixed Income, Sustainable Investing
2020 Impact Report: Sustainable Core Fixed Income Strategy
Amy Hauter, CFA
;
Thomas D.D. Graff, CFA
Impact Reports, Sustainable Investing
2019 Global Leaders ESG Transparency Report
Bertie Thomson, CFA
;
Mick Dillon, CFA
Impact Reports, Sustainable Investing
2019 Impact Report: Large-Cap Sustainable Growth Strategy
David Powell, CFA
;
Karina Funk, CFA
Impact Reports, Fixed Income, Sustainable Investing
2019 Impact Report: Sustainable Core Fixed Income Strategy
Amy Hauter, CFA
;
Thomas D.D. Graff, CFA
Impact Reports, Fixed Income, Sustainable Investing
2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy
Amy Hauter, CFA
;
Stephen Shutz, CFA
Impact Reports, Sustainable Investing
2018 Impact Report: Large-Cap Sustainable Growth Strategy
David Powell, CFA
;
Karina Funk, CFA
Impact Reports, Fixed Income, Sustainable Investing
2018 Impact Report: Sustainable Core Fixed Income Strategy
Amy Hauter, CFA
;
Thomas D.D. Graff, CFA
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