Indigo Marketing Agency

AUGUST 11, 2020

During your presentation, you can talk about your minimum investable assets and your minimum account size. You can clearly communicate who you serve best and the value you offer, so those no-fit clients don’t wind up in your inbox—or worse, across your desk in an in-person meeting. . You don’t have to worry about technology risks.

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Brown Advisory

OCTOBER 11, 2021

The estimated volatility is based on the historical volatility of the indexes presented and defined on the disclosures page at the end of this presentation. Brown Advisory Analysis. Please see the end of the presentation for important disclosures. Please see the end of the presentation for important disclosures.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

The estimated volatility is based on the historical volatility of the indexes presented and defined on the disclosures page at the end of this presentation. Brown Advisory Analysis. Please see the end of the presentation for important disclosures. Please see the end of the presentation for important disclosures.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52