Good Financial Cents

JUNE 11, 2023

Your financial advisor can be contacted by phone, email, or by online chat. In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. Using that evaluation, they then create a portfolio tailored to fit within those parameters.

Management 80

Management Investing Investments Wealth Management 80

Brown Advisory

OCTOBER 4, 2021

Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. *The The portfolio information above represents a model portfolio. It is not representative of an actual portfolio. Chart covers the equity portion of the sustainable model portfolio and the MSCI ACWI Index.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. . The portfolio information above represents a model portfolio. It is not representative of an actual portfolio. Chart covers the equity portion of the sustainable model portfolio and the MSCI ACWI Index.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52