What Brown Advisory Is All About
Brown Advisory is an independent investment management and strategic advisory firm that’s all about delivering a blend of first-class performance, smart strategic advice, and top-notch client service. It’s not just about numbers here; it’s about making a real difference for those they serve. Since 1998, they’ve stayed private and independent, which means their focus remains sharp and their approach personal.
The Main Benefit: A Client-Centered Approach
Here’s what really stands out about Brown Advisory:
- Over 1,000 colleagues worldwide, all equity owners of the firm — talk about commitment!
- Clients include individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries.
- A mission to make a material and positive difference in clients’ lives.
- Management of a broad range of active public equity and fixed income strategies.
- Investment products delivered as mutual funds, UCITS funds, SMAs, model delivery, and CITS.
Who They Serve
The firm’s client base is impressively diverse. From individuals and families to large institutions and charities, Brown Advisory tailors its services to meet a wide array of needs. This diversity means the firm has to be flexible, knowledgeable, and deeply committed to understanding each client’s unique goals. It’s a relationship-driven business, where trust and expertise go hand in hand.
Ownership and Culture
One of the coolest things about Brown Advisory? Every one of its 1,000+ colleagues is an equity owner. That’s right — the people who work there have skin in the game. This ownership culture fosters a strong sense of responsibility and alignment with clients’ interests. It’s not just a job; it’s a shared mission to raise the future for clients and communities alike.
Investment Strategies and Delivery
Brown Advisory manages a broad range of active public equity and fixed income strategies. These aren’t just thrown together — they’re carefully packaged and delivered through various vehicles like mutual funds, UCITS funds, separately managed accounts (SMAs), model delivery, and collective investment trusts (CITS). This variety allows clients to choose the approach that best fits their investment style and goals.
Project Impact: Aligning with Sustainable Development Goals
- Quality Education (SDG 4) — through strategic advisory that supports long-term growth.
- Decent Work and Economic Growth (SDG 8) — by fostering responsible investment and job creation.
- Reduced Inequalities (SDG 10) — serving a diverse client base including charities and foundations.
- Partnerships for the Goals (SDG 17) — collaborating with institutions and financial intermediaries worldwide.
Commitment to Excellence and Future Growth
Brown Advisory’s commitment goes beyond just managing assets. It’s about delivering compelling investment results, thoughtful strategic advice, and the highest level of service to each client. With a private and independent status since 1998, the firm continues to strive toward raising the future — not just for clients, but for the communities they touch. It’s a dynamic, evolving journey that’s as much about people as it is about performance.
