Solve. Save. Succeed.

Endorsed Business Solutions

Skip to Content

Home  >  ASAE Investment Management Solution  >  Brown Advisory

ASAE Investment Management Solution - Brown Advisory

Brown Advisory Logo

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, thoughtful and creative strategic advice and the highest level of client service. With approximately $147 billion in assets1 and over 350 associations, endowments and foundations clients as of December 31, 2023, Brown Advisory has a proven track record in professional investment management, especially as it relates to the association industry. 

“We seek to relieve investment committees of some of the heavy fiduciary burden weighing on them. We serve clients in a variety of ways, from fully discretionary relationships to situations where we act in a more consultative role. While every client and every relationship is different, our pledge is always the same: To help our clients achieve their investment objectives and empower them to fulfill their organizational missions.” – Matt Gray, Portfolio Manager 

Through Brown Advisory, ASAE members have access to the following solutions for assets over $5 Million: 

Investment Advice
  • Combination of internally and externally managed strategies that leverage Brown Advisory’s equity, fixed income, private equity and alternatives2 research teams
  • Three bucket approach that balances the organization’s core portfolio, operating account and opportunistic allocation to ensure appropriate near-term liquidity, long-term discipline, and all-around flexibility to act on timely investments 
Policy Advice
  • Investment Policy Statement development, refinement, and ongoing review and analysis 
Strategic Advice
  • Counsel on a wide range of topics beyond traditional investment advice, including association governance, member engagement, values-based investing and more 
Mission-Aligned Investing
  • Leveraging sustainable investment research that considers qualitative, quantitative and financially material information as a mechanism to help clients reflect their values and generate impact with their portfolios 
Customized Client Service
  • Custom team-based service model for a high-touch and personal relationship. This includes extensive technology and operations resources that are committed to new solutions based on client feedback and technological innovation. 

For a complimentary consultation, fill out the contact form below or contact Susan Traver at 240-200-3340 or email straver@brownadvisory.com.

For more information about Brown Advisory please view the resources below.

For a comprehensive library of Brown Advisory’s thought leadership,
please visit: https://www.brownadvisory.com/us/insights

 

Our ASAE Investment Center experts stand ready to help you explore your options.

 

*Your personal information will solely be used to send you information via email or direct mail about this product and will not be added to our database or used for other purposes.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm. 
1. As of December 31, 2023, Brown Advisory had approximately $147.6 billion in client assets for the following entities: Brown Advisory LLC, Brown Investment Advisory & Trust Company, Brown Advisory Ltd., Brown Advisory Trust Company of Delaware, LLC, Brown Advisory Investment Solutions Group LLC, NextGen Venture Partners LLC and Signature Financial Management Inc.
2. Prospective investors should be aware that private equity and alternative investments involve a high degree of risk and, therefore, should be undertaken only by investors capable of evaluating such risks of and bearing the risks it represents. There can be no assurance that any investment objectives will be achieved, or that investors will receive a return of their capital. Accordingly, investors should only invest in private equity or alternative investments if such investors are able to withstand a total loss of their investment. Prospective investors should carefully review the matters discussed in the section regarding risk factors contained in the Memorandum relating to any investment opportunity. For full list of disclosures, please visit: https://www.brownadvisory.com/us/disclosures.