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 designed to achieve strong risk-adjusted returns over time.

Firm Profile

• Founded in 1970
• Assets under management as of June 30, 2021: $4.2 billion
• Total Firm Employees: 30  

              - Average Industry Experience - 24 Years
              - Average Firm Tenure - 14 Years