ABSI

Brown Advisory’s mission is to build an extraordinary investment firm through first-class investment performance, thoughtful and creative strategic advice and the highest level of client service. With 121 billion in assets and over 300 association clients as of December 31, 2022, Brown Advisory’s group 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 solutions for assets over $5 Million:

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

• Brown Advisory Overview 
• Brown Advisory’s Sustainable Investing 
• Brown Advisory's 2022 Annual Report - Mountains 
• Brown Advisory Associations Brochure 

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

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, 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 800 colleagues worldwide, all of whom are equity owners of the firm. *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