Communication Document Portfolio Management Taxes 
Brown Advisory
JUNE 5, 2023
2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
Brown Advisory
DECEMBER 2, 2015
In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Create a portfolio structure buffered against taxes. We cannot control the first two forces.
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Brown Advisory
DECEMBER 2, 2015
Trusts often make sense, as they provide economic benefit to heirs while protecting assets from certain creditor claims and taxes. Such preparation may take many forms—such as regular family meetings to discuss financial matters and involvement of descendants in management of the family’s charitable endeavors. Anchoring Expectations.
Sara Grillo
JULY 8, 2022
Others that require a more detailed response will either get forwarded to a teammate (financial planner or portfolio manager) who can research the answer, or scheduled to my calendar later in the day when I can focus on a response or call the client directly. Most emails only require a quick reply, which I’ll take care of right away.
Brown Advisory
SEPTEMBER 12, 2016
In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. SIBs are not backed by tax revenue or the creditworthiness of the issuer. This communication and any accompanying documents are confidential and privileged.
Brown Advisory
SEPTEMBER 12, 2016
In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. SIBs are not backed by tax revenue or the creditworthiness of the issuer. This communication and any accompanying documents are confidential and privileged.
Brown Advisory
SEPTEMBER 12, 2016
We also launched two sustainable fixed income strategies—a core portfolio and a tax-exempt portfolio— during the past year. Dune Thorne, Erika Pagel and other portfolio managers at our firm are well-versed in helping clients consider possible paths for impact investing.
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