Company Overview

Brown Investment Advisory & Trust Company is a privately owned investment manager. The firm primarily provides its services to high net worth individuals and institutions. It also manages accounts for individuals, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, family office, executives, foundations, trust services, and state or municipal government entities. The firm manages separate client focused equity and fixed income portfolios. It also manages mutual funds for its clients. The firm invests in the public equity, fixed income, and alternative investments markets of the United States. It invests in growth and val...

Brown Investment Advisory & Trust Company is a privately owned investment manager. The firm primarily provides its services to high net worth individuals and institutions. It also manages accounts for individuals, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, family office, executives, foundations, trust services, and state or municipal government entities. The firm manages separate client focused equity and fixed income portfolios. It also manages mutual funds for its clients. The firm invests in the public equity, fixed income, and alternative investments markets of the United States. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm invests in taxable and tax-free bonds for its fixed income portfolio. It invests in REIT’s and emerging markets to make its alternative investments. The firm employs a fundamental and quantitative analysis with a bottom-up stock picking approach to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index, Russell Index, Lehman Brothers Index, and the Merrill Lynch Index. The firm conducts in-house research to make its investments. It was founded in 1993 and is based in Baltimore, Maryland with addition offices in Chevy Chase, Maryland; Washington, District of Columbia and London, United Kingdom. Brown Investment Advisory & Trust Company operates as a subsidiary of Brown Advisory Holdings Inc.

Key Executives for Brown Investment Advisory & Trust Co.

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