You invest to accomplish specific goals, not to beat a stock index. We build your portfolio the same way, to make achieving your goals the benchmark.
Whether we are managing your entire portfolio, a single asset class or a single strategy, we aim to provide you with a thoughtfully constructed solution, based on a comprehensive assessment of your circumstances and needs.
Total Portfolio Management
When we manage your entire portfolio, we do so in a way that looks at your needs—your short-term considerations as well as your long-term goals. We seek to add value at every stage of the investment process. We begin with a comprehensive assessment of your needs to determine the baseline for our recommendations. From there, we build you a fully customized portfolio that can draw from a number of externally selected and internally managed investment solutions. We structure your portfolio to weather a wide range of risks.
Our Investment Solutions Group looks for dislocations in the global capital markets and produces actionable strategies for your portfolio in an effort to take advantage of those opportunities.
We use our three-bucket approach to divide your assets into a liquidity portion for safety, a core portfolio for long-term investment and an opportunistic segment for boosting shorter-term gains. This approach gives clients the confidence that their immediate cash needs will be met, while still committing to a long-term investment program. We make allocation decisions for each bucket that marry your needs with our view of the opportunities.
Your dedicated portfolio manager tailors a portfolio specifically for you, using the investment strategies that best fit your needs, whether those are internally or externally managed.
Your client team carefully monitors your portfolio to help you meet your short- and long-term goals.
Asset Class Advice
For some clients we manage diversified portfolios that cover a distinct asset class, using a combination of internal and external managers selected to hit specific performance targets.
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, more than 100 feeder funds as well as select direct investment opportunities. Learn more.
Brown Advisory Investment Strategies
See a list of all investment strategies that Brown Advisory offers.
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