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We are privileged to work with select individuals, families, nonprofits, institutions and intermediaries in all 50 U.S. states and more than 39 countries and territories around the world.
For the past 10 years, our client-retention rate has been 98% - we think this reflects the long-term relationships we strive to build with clients.
(Data as of March 31, 2021)
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.
Originally founded as a strategic advisor to successful families, Brown Advisory works with individuals, families and professional single family offices requiring a sophisticated partner for their complex investment, generational planning, and financial reporting needs.
For more than 20 years, Brown Advisory has partnered with endowments, foundations and other nonprofits to help them achieve ambitious investment and organizational goals.
We manage single-strategy portfolios for some of the largest and most discerning pension plans, banks and insurance companies in the world, and we seek to maintain close relationships with the consultants who advise them.
We partner with a select set of investment platforms and financial advisors to offer our investment solutions to their clients.
Our latest thinking on capital markets, investment strategy and long-term planning.