United States
Equities Fixed Income External Managers Private Equity and Real Estate Sustainable Investing

Equities

We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research provide an opportunity for attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for individuals, families, endowments, foundations, nonprofits, institutions, consultants, financial intermediaries and other investment professionals depending on their unique needs. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest.

Fixed Income

We follow a philosophy that fixed income strategies built from a foundation of stability coupled with fundamental credit research can seek to generate alpha and control risk. We have a culture and firm equity ownership structure that attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest.

External Managers

Investment Solutions Group

The Investment Solutions Group is an investment-management team within Brown Advisory that specializes in asset allocation, manager selection, hedge funds and other alternative investment strategies. Dedicated to open-architecture solutions, our team has established a strong track record of identifying high-quality, third-party investment managers across the hedge fund, long-only and private equity universes. We leverage this expertise to help clients assemble portfolios that we believe best fit their needs and goals, offering clients a range of solutions from complete portfolio management to fulfillment of specific hedge-fund and alternative-asset mandates.

Private Equity and Real Estate

Private Equity and Real Estate

Brown Advisory has incorporated private equity and real estate investments in client portfolios since our founding. Today, we can provide that exposure in three distinct ways.

Feeder Funds and Multimanager Funds
We introduce clients to investment opportunities in early- and late-stage venture capital and buyout funds, as well as select real estate funds. We also construct these feeder funds into multimanager funds through our Private Equity Partners (PEP) and Real Estate Partners (REP) vehicles to make private equity investing as easy as possible for our clients.

Customized Private Equity Portfolios
For most clients, private equity is one component of a balanced portfolio that we manage. Other clients, however, come to us specifically for custom-built private equity and real estate portfolios.

Sustainable Investing

Sustainable Investing Strategies

  • Multi-Manager Strategies
  • For clients seeking an open-architecture solution, we have access to several of the premier sustainable managers in the industry - all vetted by internal research.
  • Private Equity
  • Our private equity team is focused on evaluating the growing universe of private impact investments to identify standout opportunities that target various issues of particular concern to our clients. To date, we have placed assets in investments targeting a variety of impact themes such as community impact, microfinance, education technology, sustainable real estate, water initiatives and others.*
  • *Many alternative investments by regulation may only be sold to Accredited Investors (institutions with at least $5 million in assets) or Qualified Purchasers (institutions with at least $25 million in investments).

Customized Portfolios

This diverse assortment of solutions will meet many clients’ sustainability objectives; however, we understand the continued evolution of this space and seek to be able to react quickly to client needs.

For clients with unique missions, value-aligned investing programs, or who simply wish to ensure that they do not own certain controversial companies or have access to certain industries, we offer the following customized options:

Additional Screening: To the extent we have reliable data and can build rules into our compliance systems, we can add specific screens to a separate account to restrict companies (e.g. oil and gas providers) or industries (e.g. tobacco or weaponry).

Customized and Thematic Portfolios: Within a separate account, we can work together to solve for a sustainability need. From a universe of securities researched from both the bottom-up and for their ESG profile, we can assemble a custom portfolio of securities designed to meet many specific sustainable goals or outcomes.

Family Office Solutions

The term “family office” means different things to different people.

We are committed to listening to the unique needs of our family office partners to help in any and all capacities.

We have worked with family offices in a variety of capacities since our founding, and we hear the same sentiment over and over again: “If you have seen one family office, you have seen one family office.” Because the needs and goals of each family are unique, we have found that the most effective way to serve large and complex families is to partner with—rather than replace—family office teams already in place. We think that our ability to deliver broad and deep resources in a completely customized way has resonated with the families with whom we work. Despite the pressure we face to define a specific family office business, we remain committed to developing personal, long-term and partnership-based relationships. We believe that resisting the urge to standardize is in keeping with our client-first philosophy and drives the performance and creative problem-solving needed in the pursuit of a family’s long-term goals.

Role of Strategic Advisory

  • The firm’s strategic advisory group is positioned well to assess when a client, or a potential client, needs family office services. This grows from, and is a function of, the intimate relationship that develops among specific clients and their strategic advisory team, and where strategic advisors identify creative solutions to organize our clients’ complex financial and personal lives.
  • The strategic advisors direct and leading roles in the firm’s most complex client relationships also allow them to identify other client relationships throughout the firm where family office needs may be appropriate.

How We Can Help

We “package” our portfolio management, client service and strategic advisory offerings as a bespoke family office, which is tailored to the family needs. The colleagues who are tasked to the particular client then comprise the “family office". This offers the gravitas of a family office without unnecessary infrastructure beyond what we currently provide clients.

  1. Fiduciary Services

    • Trust & Estate: Advisory, Administration

    • Income, Tax & Cash Flow Planning

    • Retirement

  2. Specialized Planning

    • Lending

    • Personal Risk & Insurance

    • Executive Compensation

    • Art & Collectibles

  3. Investment Solutions

    • Asset Allocation

    • Open Architecture

    • Manager Research

    • Equity, Fixed Income & Alternative Investments

  4. Generational Advisory

    • Education

    • Business & Family Succession

    • Planning for Life Events

    • Coaching

  5. Information Management

    • Comprehensive Reporting: Transactions, Asset, Charitable Giving

    • Document & Data Storage

Our Clients Are Our Partners

Brown Advisory is distinguished by the quality of its client service personnel. We view our clients as partners. Our dedicated client service team remains committed to forging lasting relationships based on integrity, trust and service.
 

OUR CULTURE:
Putting Clients First

This principle pervades everything we do, not only because it is good for business, but also because we truly care about our clients. We feel privileged to work with them, as they do impressive work: raising successful families, building leading businesses, guiding important nonprofits, overseeing pensions that help people retire well and otherwise making a difference in the world. We take personal satisfaction in helping our clients succeed. That is Brown Advisory in a nutshell.

Start a Conversation


Please submit the form to begin a conversation about how Brown Advisory might advise you on the next step in your investment journey.

We will be in touch within 24 hours.


Doug Godine

Head of Private Client Business Development