Investment Solutions
for Individuals and Families
Every client is different, and it is incumbent on us to carefully listen so that we can understand an individual or their family’s specific needs.
We believe that Brown Advisory is an ideal home for individuals and their family’s looking for broad and flexible investment capabilities and the highest standards of service. We design long-term, highly personalized portfolios that match the financial circumstances of each client, their investment objectives, and their appetite for risk.
One of the best ways to sustain and enhance capital and income is to build a portfolio of carefully selected investments that have the potential to grow significantly over time, complemented by those that provide stability in more challenging conditions. Our dedicated investment teams are supported by Brown Advisory’s robust research capabilities. We use a combination of internally and externally managed strategies and leverage Brown Advisory’s equity, fixed income, private equity and alternatives research teams to source high-conviction ideas across the investable universe and construct portfolios that can deliver over the long term.
We appreciate the differences between our clients, so all of our multi-asset portfolios are bespoke. We spend time learning about our clients to ensure they receive the highest level of service and advice.
Active and Responsive
We are flexible and responsive in the management of our clients’ portfolios. Our active approach balances opportunities and risks as we see them, adapting to developing conditions in the global economy and financial markets.
Our Portfolio Managers harness Brown Advisory’s extensive investment resources, from which they draw guidance when making decisions on behalf of clients. Direct access to our Portfolio Managers means clients can understand how we’re managing their money, and we can respond promptly to their needs.
Strategic Advice
Personal investment portfolios are often intertwined with other aspects of family wealth, such as tax structuring, succession planning, business interests, and philanthropic intentions. Our Strategic Advisors have expertise in these areas and work closely with clients and their other advisers to ensure plans are developed and enacted seamlessly.
Long-Term Performance
Our skill has enabled us to invest successfully through the most challenging market conditions, and we are proud of our long-term performance track record, achieving clients’ objectives and outperforming our competitors.
Bespoke portfolios
we build tailored portfolios to match our clients’ interests, including their sustainable values.
Global perspective
deep investment knowledge across asset classes and geographies; particular strength in US, Global Equity, and Fixed Income.
Strategic advice
ensuring our clients' non-investment goals, including succession planning, tax, trust structures, and philanthropy are met.
Cross border
we deal with the complexities of cross-border families, e.g., producing US and UK tax reporting while remaining mindful of dual taxation without compromising on investment quality.
Independent and privately owned
all colleagues own equity, which fosters collaboration, alignment of interests, and low staff turnover.
Why Brown Advisory for Individuals and Families
CLIENT FIRST
We prioritize our clients, focusing on your situation, values, and goals. We listen, understand, and work diligently to achieve what you want. Our team is dedicated to meeting your investment needs with skill and attention to detail, fostering a supportive and collaborative culture.
ALIGNED WITH YOU
As shareholders in the business, we align our interests with yours, treating your capital like our own. We have the scale to navigate global markets while maintaining close client relationships.
THOUGHTFUL INVESTING
Our strong investment culture is driven by a well-defined philosophy and process. We offer expertise in equity, fixed income, alternative, and private investment strategies, backed by intensive research.
Our mission is to make a material and positive difference in the lives of our clients.
Private Client Team
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