Institutional Advisory

OVERVIEW         OUR APPROACH         OUR EDGE         OUR TEAM

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.

The firm serves in a fully discretionary, fiduciary capacity and provides institutional clients with three methods of portfolio management to best match their particular needs.
  • Our Institutional Advisory Services team provides a holistic approach to portfolio management using internal and/or external investment strategies.
  • Lowe, Brockenbrough may be engaged to manage discrete equity and fixed income strategies for those clients seeking a single-strategy mandate.
  • For larger institutions, Lowe Brockenbrough's Bespoke Strategies team offers an Outsourced Chief Investment Officer approach to global, multi-asset class investment management.
    Go to Bespoke Strategies.

Our primary responsibility to our clients is to understand their financial goals and to provide sound advice in helping them achieve these goals. Critical to that effort is structuring an appropriate allocation that contemplates investment objectives, risk tolerance and liquidity needs.