Brown Advisory

MAY 4, 2020

Accounting: The client has outsourced its accounting infrastructure, and we now maintain a more direct day-to-day communication channel with the client's accountants. We also provided coaching to new staff members, and connected the client with local professionals to serve in interim roles until several staff vacancies are filled.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. client: COUNTY-FOCUSED COMMUNITY FOUNDATION. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

WiserAdvisor

JANUARY 23, 2024

In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Communication is key in the evaluation of investment performance. Communication is key in the evaluation of investment performance. Need a financial advisor? This can help you understand their point of view.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52