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Brown Advisory

Wealth Management, Asset Management

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice, and the highest level of client service. The firm serves institutional and private clients across 50 states and 49+ countries through its team of over 850 equity owners located in offices worldwide.

Overview and Management

Establishment Year

1998

Mission

Our commitment to our clients is at the core of everything we do, ensuring that we meet their unique needs and help them achieve their financial goals.

Values

Sustainability, responsibility, and thoughtful investing

Investment Roles

Direct Investor, General Partner (GP)

Participant Demographics

Serving individuals, families, nonprofits, charities, institutions, and financial intermediaries worldwide

Generational Wealth Planning

Focuses on investment and strategic advisory for families, including long-term wealth planning

Risk Tolerance

Focus on achieving attractive long-term performance with a disciplined, low-turnover strategy, and sustainable investing integration

References or Case Studies

Not explicitly mentioned; additional information may be available upon request.

Team Experience

Notable Achievements

98% client retention rate over the past decade

Project Track Record

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

SEC, MIFIDPRU, FCA

Compliance History

No major violations noted

Email

cryan@hmcap.com

Phone Number

410-537-5400

Address

Baltimore United States

Frequently Asked Questions

What services does Brown Advisory offer to clients?

Brown Advisory provides a range of financial services tailored to meet the unique needs of our clients. We focus on investment management, wealth planning, and advisory services to help clients achieve their financial goals. - Investment management strategies - Comprehensive wealth planning - Personalized advisory services

How does Brown Advisory ensure client satisfaction?

At Brown Advisory, client satisfaction is paramount. We prioritize understanding our clients' unique needs and goals, which allows us to offer customized solutions and maintain ongoing communication. - Regular performance reviews - Open lines of communication - Tailored financial strategies

Why should I choose Brown Advisory for my financial needs?

Choosing Brown Advisory means partnering with a firm that is committed to your financial success. We combine expertise with a personalized approach to ensure your financial goals are met effectively. - Experienced financial professionals - Client-centric approach - Proven track record of success

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