Brown Advisory

World Trade Center
Norfolk, VA 23510-1676

Website: brownadvisory.com

Firm Size

• Assets Under Management (AUM):$1.5 Billion
• Number of Funds:16
• Employees:40
• Firm Type:Private Equity
• Focus Areas: Services
  

Description

Brown Advisory is a financial consulting and investment advisory firm headquartered in Baltimore, Maryland, with an office in Norfolk, Virginia. The firm provides a range of wealth management services to individuals, families, and institutions. The Norfolk office of Brown Advisory offers personalized financial planning and investment solutions to clients in the region. Their team of professionals work closely with clients to understand their unique goals, challenges, and aspirations, developing customized strategies to help them achieve their financial objectives. With a focus on long-term investment strategies, Brown Advisory aims to preserve and grow the wealth of their clients. They offer expertise in diverse areas, including portfolio management, estate planning, tax strategies, and retirement planning. The firm adopts a collaborative approach, with professionals from various disciplines working together to provide comprehensive financial advice. They leverage their collective expertise, industry knowledge, and research-driven insights, ensuring clients receive tailored, high-quality recommendations. Brown Advisory prides itself on its commitment to client service. They prioritize building long-term relationships and providing transparent, objective advice. By integrating financial planning and investment management, they strive to deliver holistic solutions that align with their clients' goals and values. In addition to wealth management, Brown Advisory is actively involved in community engagement and philanthropic endeavors. They prioritize giving back and making a positive impact in the communities they serve. Overall, Brown Advisory in Norfolk, VA, offers comprehensive wealth management services, utilizing a personalized and collaborative approach to help clients achieve their financial goals efficiently and effectively.

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Apr 05, 2023: SMArtX UMA Platform Surges with the Addition of 54 Strategies
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), today announced it has added fifty-four strategies to its UMA platform, one of the largest monthly increases in its strategy roster that features most of the world's leading asset managers. Brown Advisory, Capital Wealth Planning, Renaissance Investment Management, Seizert Capital Partners, Spyglass Capital Management, Syntax, and WestEnd Advisors are new to the SMArtX platform as of April, while existing platform firms Beaumont Capital Management, ClearBridge Investments, Dana Investment Advisors, Invesco Advisors, J.P. Morgan Asset Management, T. Rowe Price Associates, Inc, and ZEGA Financial all added new strategies. The platform now features 1,181 strategies from 290 asset management firms.