International College of Financial Planning

DECEMBER 29, 2024

This international recognition opens doors to opportunities across borders and enhances professional credibility in the financial services industry.

CFP 52

CFP Financial Planning Planning Certification 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. Exposure to both established and emerging managers. Aligned fee arrangements.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

AUGUST 14, 2023

Before making any new investment, we analyse that potential new idea’s contribution to total portfolio risk with the aim of lifting stock-specific risk. ROIC calculations presented use LFY (last fiscal year) and exclude financial services. The minimum account market value required for Composite inclusion is $1.5

Investments 52

Investments Investing Portfolio Accounting 52