Lowe, Brockenbrough & Company is an independent, employee-owned investment advisory firm dedicated to providing our clients with unparalleled service in the handling of their financial affairs. Since our founding in 1970, we have gained extensive experience serving high net worth and institutional investors in a fully discretionary, fiduciary capacity. Our firm pursues a holistic approach to asset management, providing financial advice that extends well beyond the management of investment assets. Each relationship is a collaborative partnership.
Lowe, Brockenbrough actively manages long-lived capital for endowments, foundations and other institutions. We provide global, multi-asset class investment management which spans traditional and alternative asset classes and strategies. Our team constructs customized portfolios and assumes fiduciary responsibility for asset allocation, investment selection and risk management.
Lowe, Brockenbrough views wealth management as the intersection of significant life decisions and one’s financial resources. Our wealth management practice strives to deliver exceptional investment solutions to our clients, while bringing clarity to their overall financial picture.
Lowe, Brockenbrough serves as an investment advisor and fiduciary partner to qualified retirement plans. We recognize the challenges plan sponsors face in carrying out their fiduciary obligations. LB&C provides guidance in areas related to fiduciary governance, investment management, plan design, and participant education.