• 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 September 30, 2021: $4.4 billion
    • Total Firm Employees: 30  
                  - Average Industry Experience - 24 Years
                  - Average Firm Tenure - 14 Years

    Employee Resources

    • For information on healthcare benefit pricing, cost-share estimates and other related data, please visit the following site: https://www.anthem.com/machine-readable-file/search 
    • To find information on Virginia Bankers Association, use the Virginia Bankers Association Group Medical & Dental Trust Tax ID: 54-6198695.