Wealth Advisory

OVERVIEW         OUR APPROACH          OUR EDGE         OUR TEAM

Experience. Lowe, Brockenbrough has provided investment management and wealth management services to high net worth and institutional clients for over four decades.

Direct Access. Clients work directly with our portfolio managers, who have first-hand experience implementing sophisticated wealth management strategies and techniques. We believe that serving as the primary contact for each relationship best positions our portfolio managers to implement an appropriate investment strategy.

Collaborative Partnership. Our clients benefit from Lowe, Brockenbrough’s holistic approach to relationship management. We work purposefully with our clients to understand their investment goals, financial concerns, tolerance for risk and liquidity requirements. Our portfolio managers understand and envision what is appropriate for each family and coordinate with the client’s tax and legal professionals.

Continuity. Low turnover among our associates affords clients continuity of investment process and service, allowing us to build meaningful, collaborative and long-lasting relationships across generations.