Our Firm


Culture. Lowe, Brockenbrough is a collaborative organization with a shared vision of exceeding our clients’ expectations. Low turnover among our associates affords clients continuity of investment process and service.

Aligned Interests. As an independent, employee-owned firm, our interests are aligned directly with those of our clients. We are free of conflict, allowing us to focus exclusively on delivering objective solutions specific to each relationship.

We Listen. Through clear and frequent communication, we seek to gain a comprehensive understanding of each client’s unique circumstances, including their investment goals, financial concerns, tolerance for risk, liquidity requirements, and other relevant issues. This enables us to fully understand and implement the most appropriate investment strategies.

Holistic Approach. Our role extends beyond the management of investment assets. We build strong relationships with our clients in order to gain an in-depth understanding of their complete financial profile. This allows us to implement investment strategies tailored to each relationship, and to better anticipate and respond to specific client needs.

Sophisticated Solutions. Lowe, Brockenbrough offers distinct and comprehensive solutions for the immediate and long term needs of our clients. We invest portfolios globally, with exposures spanning traditional and alternative asset classes and strategies. Our team is supported by a robust operating platform, designed to provide portfolio transparency and to achieve the highest standards of client service, reporting and compliance.