Our mission:
To make a positive and material difference in the lives of our clients.
In everything we do, we are guided by asking: What do our clients need?
How can we help them get there?
We founded Brown Advisory with a simple vision: to build a client-first investment firm. Today, our 900+ colleagues are privileged to serve an inspiring group of individuals, families, nonprofits, charities, institutions and financial intermediaries around the world.
As investors and strategic advisors, we seek to consider any data, factor, business tactic or strategy, economic or market condition—whether quantitative and qualitative—which we believe allows us to better understand the material challenges and opportunities facing a client, business or issuer. Every Brown Advisory colleague holds the fiduciary duty of delivering first-rate investment performance, thoughtful and creative strategic advice and the highest level of client service as their highest obligation.
With that in mind, we focus on clients, always. We take care of each other. We find material ways to help our communities thrive. And we strive to invest in, nurture and cultivate a culture that can support a special focus on the first three.
We are committed to a culture where broad and relevant perspectives, fairness, respect, and caring are fundamental to our DNA, and allows our colleagues to generate long-term results for clients.
We are investors.
We know that achieving compelling investment results is paramount.
Our means to performance is thoughtful investing.
Thoughtful investing is a dedication to rigorous, fundamental research to gain a deep understanding of the businesses, issuers and managers in which we invest our clients’ capital. It is the patience to allow the quality of strategies, companies and allocators to compound our clients’ capital over time. It is the humility needed to make objective, unbiased decisions—even under pressure—and to learn from our mistakes. It is an appreciation of context so that ideas can be kept in proper perspective. Thoughtful investing is the belief that teams—through varied perspectives, collaboration, and a willingness to challenge one another—best deliver the first-rate performance that we promise to each and every client.
Paul Chew, Chief Investment Officer.
Ashley Webb, Director of Investment Risk and Analytics, and Craig Standish, Strategic Advisor and Head of the Boston Office.
We "team" well.
Perhaps no characteristic distinguishes Brown Advisory more than our team approach. We have a remarkable group of professionals who serve our clients—and by working as a team, we can bring to bear the power of our collective experience, insights and service.
Collaboration, whether focused on investment research, tax planning or creating an impact in the community, allows us to ask the right questions, formulate thoughtful strategies and fine-tune solutions. It may not always be the easiest way to operate or the quickest approach to a result, but we know that teams deliver the best solutions and outcomes for our clients.
We believe we can credit our unusually high client retention rate of 98% for the past 10 years to the fact that we “team” well.
We are independent.
Our culture of teamwork is supported by our firm’s structure. We are and will remain independent, and every full-time colleague is an equity owner.
Brown Advisory has been a private, independent and colleague-owned firm since 1998. Our current and former colleagues collectively own approximately 70% of the outstanding equity. The remainder is held by a small group of clients, directors and private investors who are committed to building a multigenerational, client-first firm. We believe this approach ensures that we have a balanced ownership structure—and that our colleagues’ interests are aligned with those of our clients.
Shannon Pierce, Chief Financial Officer.
David Robinson, Brown Advisory board member, and Victor Abiamiri, portfolio manager and co-head of Baltimore private client.
Our purpose: to raise the future.
We aspire to advance growth for and with our clients, our colleagues, and our communities.
As advisors, we help clients articulate what matters most to them in order to best incorporate philanthropy, community engagement, and sustainability within their portfolios. As a business, we partner with for-profit and nonprofit purpose-driven organizations. As a firm, we contribute our charitable dollars strategically and offset our operational emissions. As a collection of colleagues, we donate time and funds to support the communities that support us and our families.