Our clients have accumulated wealth over a number of years, but primarily by making smart financial decisions and following through on their instincts. Each situation is different and we have learned to listen intently to the needs of our clients as they progress through different stages in their lives. At Alex. Brown we have been working for over 200 years to be a trusted partner serving our individual and family clients.
Who We Serve:
Affluent Individuals: Each of our clients has a unique situation with characteristics that need to be understood as a part of our fiduciary and investment advisory role. We have the flexibility to offer cash flow planning and broad-ranging investment vehicles to meet our clients’ specific risk and reward profiles. Our team has experience in hedging large single stock positions to opening a 529 Plan for that new grandchild. Through our years of experience, we have helped develop solutions covering a wide range of problems.
Professionals & Corporate Executives: Many of our clients are so involved in their service to others or executing a corporate mission plan, they have no time to take care of their own finances or family asset pools. We can become an advisory partner, working in the background, helping our clients make their long term financial goals a reality. Care is taken to understand each individual situation and provide insight should something in a plan need adjusting.
The Entrepreneur: The history of Alex.Brown is working with people who have ideas and need financial support. We may start early when the resources are small and the vision is distant, but we are also there with a growing platform of services when your dream becomes a reality. Along the way we may help raise money, provide capital through introduction and help craft an investment program that fits the reward phase of your work.
Private Business Owners: Closely held companies are run by decision makers who comprise a large part of our individual client base. Just as you wear many hats, we stand ready to provide a broad platform of services that fit the evolving private company. Investments may be in the form of corporate cash, strategic reserves separate from the company or competitive retirement plans to maintain the employee base.
Family Offices: Intergenerational wealth management requires a sophisticated and disciplined approach to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of securing your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.
