Brown Advisory

MAY 4, 2020

Our work typically begins with a tight focus on the organization’s investment portfolio. We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

Our work typically begins with a tight focus on the organization’s investment portfolio. challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . A common pattern has emerged in our relationships with endowments and foundations over the years. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. You can begin by examining the returns generated by your investment portfolio over a specified period. You can also compare your portfolio’s performance to relevant benchmarks.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52