Equities Fixed Income Hedge Funds Private Equity, Real Estate and Energy

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 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.

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. Meet the Investment Solutions Group.

Hedge Funds

Hedge Funds

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.

Founded in June 2002, the Investment Solutions Group now manages in excess of $3.4 billion for clients (data as of January 31, 2017) in a combination of managed accounts, advisory relationships and fund-of-fund offerings.

Private Equity, Real Estate and Energy

Private Equity, Real Estate and Energy

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 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.

For more information on private equity please click here or contact Jacob Hodes at 410-537-5315 or jhodes@brownadvisory.com.

U.S. Expatriates

One of the hallmarks of our approach is flexibility.

We work with a wide variety of clients to meet their specific needs, including U.S. citizens living in the U.K. and U.K. Trusts with U.S. citizens as beneficiaries. If you are in one of these categories, you have the unenviable position of having two tax authorities in your life. This means that you have two sets of regulations to follow, which can be hard to navigate.

 

Total Portfolio Management

Portfolios are tailored to each client's particular objectives, risk appetite and tax position. We can work with you in a variety of ways, building a diversified, multi-asset portfolio, or just managing one asset class or even a single strategy. Asset classes may include:

Dual Currency Tax Reporting

For clients using our discretionary investment management service, we are able to provide tax reports in both U.S. dollars and sterling under the respective tax authority’s regulations. These tax reports are produced to assist with the completion of your tax returns.

Life-Long Service

Clients can choose whether to have their portfolio managed from the U.S. or from London, and they always have the option to change their mind.

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.

Meet the Team

 

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.

For more information about our offerings for U.S. expatriates, please contact
Edward Chadwyck-Healey at +44 203 301 8150 or echadwyckhealey@brownadvisory.com.

Mutual Funds Attestation

 

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