Institutional Advisory

OVERVIEW          OUR APPROACH          OUR EDGE         OUR TEAM

Experience. Lowe, Brockenbrough has actively managed capital for endowments, foundations and institutions for more than four decades. Importantly, we have first-hand experience serving in leadership positions with numerous non-profit boards and investment committees.

Access. Our clients have direct access to the professionals making the investment decisions on behalf of the portfolio. We believe that serving as the primary contact for each relationship best positions our portfolio managers to implement an appropriate investment strategy.

Organizational Structure. As an independent, employee-owned organization, our firm is free of conflict from a parent, subsidiary or affiliated organization, allowing us to retain complete control of our organizational structure.

Aligned Interests. As a privately-held organization, we are able to appropriately focus on managing risks across both investments and operations in a manner that is aligned with clients.

Communication. We communicate in an open and informative manner, providing clients with confirmation that portfolio strategy is executed in accordance with investment guidelines. Our fully transparent reporting allows our clients to gain an in-depth understanding of the investment strategy, portfolio construction and associated fees.
Institutional Advisory

OUR APPROACH OUR EDGE   OUR TEAM

Size of Our Organization. We believe that the size of our organization offers the best operating structure to achieve outstanding investment results. We are a dedicated and focused team working to effectively manage long-lived portfolios. Lowe, Brockenbrough is large enough to have access, but small enough to concentrate portfolios in our best ideas. Access to exceptional managers, along with effective asset allocation and concentration, should lead to outperformance.

Flexibility of Investment Structure. Lowe, Brockenbrough clients benefit from an investment structure which affords great flexibility and control to each relationship. Lowe, Brockenbrough offers the ability to tailor portfolio structure and asset allocation to reflect the unique risk tolerance, spending needs and liquidity requirements of each client.

Our Culture. Lowe, Brockenbrough believes that the culture of a firm is inextricably linked to high-functioning investment teams. We are a collaborative organization with a shared vision of exceeding our clients’ expectations. We enjoy very low employee turnover which affords clients continuity of investment process and service.
Institutional Advisory

OUR APPROACH OUR EDGE   OUR TEAM

Our Organizational Structure. As an independent, employee-owned organization we are a free of conflict from a parent, subsidiary or affiliated organization. We retain complete control of our organizational structure and day-to-day operations. We are able to focus exclusively on delivering investment advisory services to our clients.

Alignment of Interests. As a privately-held organization, we are able to appropriately focus on managing risks across both investments and operations in a manner that is aligned with clients. The firm’s ownership is shared among its principals and key employees and a significant amount of these individuals’ capital is invested in the investment strategies alongside investors.

Transparency. In serving relationships, we strive to communicate in an open, fully transparent and informative manner allowing our clients to gain an in depth understanding of the investment portfolio and to confirm that investment process and portfolio strategy is executed in accordance with investment guidelines.