Market Commentary




Wealth Management
Institutional Services
Mutual Funds

 

Lowe, Brockenbrough provides investment management services to both institutional and high net worth individual clients.  Among the products and services offered to our clients are:

• Separately Managed Portfolios
º Equity Strategies
      Earnings Driven
      Earnings Driven Select
      Earnings Driven Mid Cap
      Earnings Driven Small Cap
      Equity Income
º Taxable Fixed Income
º Tax-Exempt Fixed Income


• A Proprietary Family of Mutual Funds*
º Jamestown Equity Fund
º Jamestown Select Fund
º Jamestown International Equity Fund**
º Jamestown Balanced Fund
º Jamestown Tax Exempt Virginia Fund

 

 

 

 

 

* Distributed by Ultimus Fund Solutions, LLC
  225 Pictoria Drive, Suite 450
  Cincinnati, Ohio 45246

** Oechsle International Advisors serves as sub-advisor to The Jamestown International Equity Fund

 


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