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Brown Advisory
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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
For investment consultants, pension funds, financial institutions, discretionary wealth managers and fund of funds managers interested in our proprietary investment strategies and UCITS funds.
Investment Professionals
For financial advisers, discretionary wealth managers, fund of funds managers and family offices.
Private Clients
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, 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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