We are devoted to thoughtful stewardship of our clients' assets in a manner which is tailored to your organizations goals and needs.
We can work with your organization in a variety of ways with a varying amount of discretion, building a diversified portfolio across asset classes or just managing one asset class.
Total Portfolio Management
For most organizations, we manage customized portfolios diversified across asset classes that reflect your specific needs as well as the opportunities we see in the markets. We seek to add to your portfolio return at every stage of the investment process:
Our Investment Solutions Group looks for dislocations in the global capital markets and produces actionable strategies to offer you.
We divide your assets into a liquidity portion for safety, a core portfolio and an opportunistic segment. We make allocation decisions for each bucket that marry your needs and our view of the opportunities in the markets.
Your dedicated portfolio manager tailors a portfolio specifically for your organization, using the investment strategies we believe fit your needs best, whether those are internally or externally managed. We construct portfolios in consultation with our clients and can meet 100% open-architecture mandates.
Your client team carefully monitors your portfolio to make sure that your investments perform and meet your needs over time.
Asset Class Management
For some organizations, we manage diversified portfolios within an asset class using internal and external managers.
Low-turnover, concentrated portfolios derived from sound, bottom-up, fundamental research.
Portfolios built from a foundation of stability coupled with fundamental credit research.
Multimanager funds and customized hedge fund portfolios from our Investment Solutions Group.
Proprietary multimanager funds and more than 100 feeder funds, and select direct investment opportunities. Learn more.
Brown Advisory Investment Strategies
See a list of all investment strategies that Brown Advisory offers.
You are now leaving the Brown Advisory website and entering the Brown Advisory Mutual Funds site.
The content on this site is directed at investors in the U.S. By entering this site you are confirming that you are a U.S.-based investor to whom these Funds may legally be promoted.
If you are an international-based investor please click here.
By clicking "Exit" below I indicate that I have read the above terms and do not wish to continue into this section of the web site.
By clicking "I Agree" below I indicate that I have read and accept the terms above and wish to continue into this section of the web site.