Multiple Services for Multiple Needs
Intelligent investment management is a multi-faceted responsibility requiring different skills, depending on the needs and objectives of the client. At Brown Advisory, our most important goal is to make sure those needs and objectives are met in every case. Our employee ownership and independent perspective mean that we take a long-term view and consistently keep our clients' interests ahead of our own.
Our individual and family clients face the central challenge of dealing with substantial private wealth: efficiently and effectively meeting a variety of objectives that may change substantially over time. Just a few of the issues include long-term growth of the assets, cash flow, risk management, wealth preservation, philanthropy, and intergenerational transfers of assets. We believe that our ability to deliver personalized strategic investment |
 |
management generates solutions to those challenges. We serve as a trusted advisor, providing access to both our own services and best-of-breed services that originate outside the firm.
Institutional clients require investment management services capable of producing superior returns consistent with agreed-upon levels of risk in the portfolio. Matching cash flows with liability streams is also an important element of successful management. Our tailored approach delivers such results for institutions seeking management of either a single asset class or multiple classes. Our brokerage services, including research, execution services and custody, are also designed to meet the exacting requirements of institutional clients.
Corporate clients, too, need performance-oriented investment management capabilities and efficient administration for their pension and profit sharing plans. Our investment professionals also advise corporate executives on their stock option exercise programs and other compensation and benefit plans.
In order to best meet -- and exceed -- the expectations of each client, Brown Advisory has one of the lowest ratios of clients to professionals in the investment industry. In each situation, we assemble the right team of experts who combine a broad perspective and deep experience in their fields:
- - U.S. large-cap and fixed income management
- - asset allocation; perspective on outside managers
- - research coverage of concentrated client positions
- - tax and fiduciary issues, estate planning and hedging
- - traditional brokerage services, all forms of securities transactions, mutual funds, consulting services and credit facilities
- - day-to-day account administration
