Our Firm

OVERVIEW         OUR EDGE            OUR TEAM            MARKET COMMENTARY

Lowe, Brockenbrough & Company is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans.
  • Our firm was founded on the principles of trust, transparency, collaboration and exceptional service.
  • Our culture promotes teamwork, innovation, and successful client outcomes.
  • Investment portfolios are managed in a disciplined manner to achieve strong risk-adjusted returns over time.

Firm Profile
  • Founded in 1970
  • Assets under management as of September 30, 2019: $3.1 billion
  • Total Firm Employees: 25  
              - Average Industry Experience - 25 Years
              - Average Firm Tenure - 15 Years