Since its inception in 1970, Lowe, Brockenbrough has served the investment
needs of high net worth individuals and their families.
Over the last three decades we have dealt with the impact of four
recessions, periods of sharply rising inflation and interest rates,
disinflation, war and other geopolitical conflicts, terrorist acts,
political instability and significant social and technological changes. The
firm’s organized and consistent approach to analyzing securities
markets and the process of managing fiduciary funds has led to consistent
and very competitive returns without incurring high portfolio volatility
and risk.
We recognize that high net worth individuals and their families have
complex investment needs which may extend beyond portfolio management
or require additional sophisticated planning strategies.
Open communications, an exceptionally high level of service, and the
assurance that our clients’ interests are our foremost priority
have contributed to many long-lasting client/firm relationships.
The breadth of experience of our staff affords clients a resource
for portfolio management, financial advice and planning. While
investment management services represent the focus of our firm's efforts,
our professionals can help identify and address tax and estate issues
related to investment management.
Our staff understands the importance of preservation of family wealth
and income for future generations and related charities. Our
efforts are coordinated with the client's personal attorney and accountant
to meet their complex investment objectives, maximize tax savings and
effectively plan for the transfer of wealth.
Working closely with the appropriate professionals, Lowe, Brockenbrough
can assist in the following areas of wealth management:
- Asset Allocation and Investment Strategy
- Estate Planning
- Charitable Giving
- Retirement Planning
- Family Office Administration
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