Managing Your Investments
When we serve as your overarching investment advisor, we seek to add value at every stage of the investment process.
Listening and Learning
We begin with a comprehensive assessment of your needs, to set a baseline for our recommendations. This is all about listening to you. We want to learn about your long-term goals, as well as your short-term needs and constraints. Beyond your tangible financial goals, we also seek to understand your desires for building a family legacy or making an impact through philanthropy or sustainable investing. We engage you on these topics frequently throughout our relationship, to make sure we are keeping up with your evolving circumstances. Every subsequent action we recommend flows from this discovery process.
Building Your Plan
Next, we build a fully customized plan that addresses your situation and goals. We emphasize balance in this process. We want our investment plans to pursue growth while also ensuring a stable foundation for your capital. Our plans tend to focus less on market benchmarks, and more on achieving goals and milestones that are relevant to you.
One of the hallmarks of our approach is a “financial allocation” that precedes portfolio construction. Importantly, we focus on ensuring that you always have an ample pool of liquidity available to meet your short-term needs, so that you will rarely if ever feel the need or the urge to interrupt longer-term investments. Additionally, we seek to supplement your core investment portfolio with opportunistic investments over time—these allow us to help clients take advantage of dislocations in capital markets.
Constructing Your Portfolio
Your dedicated portfolio management team will tailor your portfolio specifically for you. Your team is backed by Brown Advisory’s powerful investment engine, which arms them with in-depth asset allocation research, in-house equity and fixed income research, and a carefully scrutinized and curated set of outside investment managers spanning core, alternative and private asset classes.
A Foundation of Strategic Advice
We built our firm around the idea that an investment program is most helpful when integrated with broader strategic advice.
Our clients have far-reaching goals regarding their life and legacy. In our experience, we have the most impact when we help clients think through their goals in a holistic manner, bring their various advisors together, and engage in meaningful and cohesive planning discussions around investment, philanthropic, fiduciary, next gen, tax and estate considerations.
Strategic Advisors – accounting, financial planning, tax, trust and estate experts – help clients achieve their financial, estate and philanthropic objectives by developing programs and solutions that consider their subjective perspectives and their objective circumstances.
Strategic Advisors help lead, navigate and coordinate solutions to life’s complexities and challenges. Capabilities and expertise include:
- Proactive Gift, Estate & Income Tax Planning
- Financial Planning
- Philanthropic Planning
- Risk Management & Asset Protection Planning
- Family Governance & Next-Generation Education & Advice
- Business Planning
- Sustainable Investing
