Investment Management And Our Hands-on Approach

We regard investment management as our core competency. It is our practice to build individual client portfolios in house instead of relying on outside investment products or money managers.

The methodologies we utilize at Alex. Brown are modeled after elite institutions, guiding us in the careful selection of asset classes designed to best match your investment preferences as well as your risk tolerance. Discipline is evident in our clearly defined investment allocations and portfolio rebalancing process, while market and equity research is conducted through our professional contacts and our own due diligence.

All client portfolios are separately managed accounts and are designed to align with the unique goals, needs, concerns, family dynamics and financial scenario of each individual client. A portfolio should accurately reflect each of our clients and what they want to accomplish. We monitor your portfolio and report back to you, recommend adjustments as needed, and always strive to continually optimize performance.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. The process of rebalancing may result in tax consequences.