To invest, advise and serve on your behalf, we at Brown Advisory begin with a simple but important step: We listen—to you.
We build our relationships on a foundation of careful listening, so we can understand each client's specific situation, and the role that they want us to play for them. Some clients are looking for a pure investment advisor, while others may seek more of a "family quarterback"; some clients look to us to manage their money ourselves, while others seek our assistance in selecting top-quality external managers.
It all begins with listening. We ask you about your concerns, your needs and your hopes so that we can craft a customized plan to deliver the investment performance, strategic advice and client service that you deserve.
We act as your advocate, helping you make good decisions on a wide range of challenges from planning issues to philanthropy to family businesses.
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