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Planning & Strategic Advice
Family Matters: New Considerations for Structuring Family Offices
Strategic Advisory Team
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Equities, Sustainable Investing
Business Resilience in Portfolio Construction
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Equities
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Asset Allocation
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Investment Letters
Global Leaders Strategy Investment Letter: August 2023
Bertie Thomson, CFA; Mick Dillon, CFA
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Equities
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Eric Gordon, CFA
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Sustainability Outcome Reports, Fixed Income, Sustainable Investing
Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022
Chris Diaz, CFA; Ryan Myerberg; Colby Stilson
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Equities
The Equity Beat: Would ‘AI’ By Any Other Name Smell As Sweet?
Eric Gordon, CFA
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Sustainability Outcome Reports, Equities, Sustainable Investing
Global Leaders Strategy: Reporting on the impact of our investment decisions 2022
Mick Dillon, CFA; Bertie Thomson, CFA
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Asset Allocation
CIO Perspectives Podcast: A New Bull Market? Markets shaking off a long list of concerns
Erika Pagel; Sid Ahl, CFA; J. David Schuster
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Equities
The Equity Beat: Yes, Virginia, This Is A Bull Market
Eric Gordon, CFA
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Sustainability Outcome Reports, Fixed Income, Sustainable Investing
Tax-Exempt Sustainable Fixed Income Strategy: Reporting on the impact of our investment decisions 2022
Amy Hauter, CFA; Stephen Shutz, CFA
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Planning & Strategic Advice
The Entrepreneur Dilemma
Strategic Advisory Team
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Annual Reports
2023 Annual Report | Independence
Brown Advisory; Michael D. Hankin
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Equities
Equity Beat: On The Road Again
Eric Gordon, CFA
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Asset Allocation
CIO Perspectives Podcast: Banking Crisis Update, AI Developments & COVID Normalization
Erika Pagel; Sid Ahl, CFA; Michael Poggi, CFA
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Sustainability Outcome Reports, Fixed Income, Sustainable Investing
Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022
Amy Hauter, CFA; Chris Diaz, CFA; Colby Stilson
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Equities
Equity Beat: In Consideration of the Macro
Eric Gordon, CFA
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Sustainability Outcome Reports, Equities, Sustainable Investing
Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022
David Powell, CFA; Karina Funk, CFA
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Asset Allocation
Hearing, Seeing and Thinking: March 2023
Christopher Hancock, CFA