Brown Advisory

OCTOBER 4, 2021

Note that this model portfolio represents our “pure” thinking with regard to asset allocation, manager selection and ESG criteria, without factoring in client considerations; as a result, few if any of our clients’ portfolios will actually mirror this model exactly.) Sources: ARIS Analytics/Brown Advisory, MSCI.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Using our in-house ARIS Analytics reporting system, we can generate a variety of climate-related data on client portfolios for reporting and analysis. The portfolio management team will customize portfolios to meet the guidelines, requirements, and risk tolerance of each client.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

WiserAdvisor

APRIL 4, 2025

According to Deloitte, these tools are expected to be the primary source of advice for retail investors by 2027, with their adoption reaching nearly 80% by 2028. AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40