Debt Management Estate Planning Portfolio Strategic Planning 
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.
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.
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