The Brown Investment Group realizes that each client is unique in one way or another, therefore we steer clear from cookie-cutter portfolios. Instead, with a thorough review of our clients financial situation, we derive an action plan; Our action plan incorporates investment time horizons, risk appetite, personal values and capital. Given these financial variables, we optimize your financial risk/reward through Responsible Investment (RI).

Every wealth management strategy is modified to suit your lifestyle and needs, and we will always provide a customized approach for your specific investment style. You can depend on sophisticated wealth management from professionals who have an interested investment in your continued success.

Do you know about the risks of emotionally-driven portfolio shifts? If not, let’s talk about how times of volatility and uncertainty can affect your portfolio and learn how strength through volatile times can lower risk. Together, we’ll create a diversified portfolio that offers you more stability and peace of mind.

Important demands in your schedule may prevent you from managing your financial affairs. Professional investment management keeps your schedule free and ensures you always receive the full benefits of devoted specialists. We’ll help you take back your time and approach your financial investments with more confidence.

Your professional managers will work daily on your behalf to monitor the risk and growth of your portfolio, meet with money managers to optimize your returns, attend educational advancement events, and seek out new opportunities for your investments. Monthly reporting helps us maintain open communication and additional support is always available when you need it.