INDIVIDUAL

investors

COMPREHENSIVE APPROACHto financial well-being


A disciplined approach to wealth management

At Alex. Brown, we help manage, grow and preserve your wealth, examining each financial detail and building your legacy with each strategic decision. Our personalized attention, deep resources and exclusive access to high-caliber investment offerings go beyond the ordinary for a reason. When these components combine, they transform into something greater – a truly comprehensive approach to financial well-being.

An exceptional clientele

Our client advisors serve the best interests of high-net-worth and ultra-high-net-worth individuals, families and select institutions, delivering a premier wealth management experience marked by objective advice and personalized solutions.
Whether you’re an entrepreneur preparing to sell your business or an individual in search of a family legacy plan, we have the resources and an open architecture platform that allow us to custom-fit strategies to your situation.

Services and resources

Our service offerings are designed to fulfill the financial requirements of those accustomed to a higher standard of capability.
  • Retirement planning
  • Corporate retirement plan consulting
  • Private Institutional Clients/Joint Venture Capabilities
  • Alternative investments
  • Equity and fixed income sales
  • Education planning
  • Risk management
  • Estate and charitable planning
  • Sustainable investing

Tailored investment solutions

We provide premier investment strategies that leverage our global access, leading-edge technology and research capabilities. We conduct proprietary research across market sectors to highlight unique opportunities that work alongside your total portfolio. We generate timely investment ideas across the public and private markets – all with your needs at the forefront.

Specialty access

Our clients can expect the exceptional from Alex. Brown. We excel at generating tailored strategies, utilizing exclusive, high-quality and proprietary products to fulfill your objectives. With global investment access and extensive research capabilities, we offer the quality and breadth of service necessary to support your most complex financial needs.

Private Institutional Clients/Joint Venture Capabilities

For qualified clients*, we provide customized solutions, leveraging our extensive resources and capabilities to generate unique investment opportunities and financing solutions on a Non-Advisory basis.
*Institutional investors only, as defined by FINRA 4512(c)3

Learn more about our investment opportunities

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