thebespokestrategies.com
Our Edge | Bespoke Strategies
http://thebespokestrategies.com/our-edge
Members of the Bespoke team have actively managed long-lived pools of capital and worked on the investment staffs of large university endowments. Importantly, we have first-hand experience serving in leadership positions with numerous non-profit boards and investment committees. Our collaborative culture fosters intellectual debate, frequent communication and an efficient decision-making process. The size of our organization offers an efficient and flexible operating structure designed to achieve outstan...
thebespokestrategies.com
Our Team | Bespoke Strategies
http://thebespokestrategies.com/our-team
Members of the Bespoke team have actively managed long-lived pools of capital and worked on the investment staffs of large university endowments. Importantly, we have first-hand experience serving in leadership positions with numerous non-profit boards and investment committees. Our collaborative culture fosters intellectual debate, frequent communication and an efficient decision-making process. Charles M. Caravati III, CFA. Christopher J. Dion, CFA. Michael E. McClure. Matthew P. Shaia.
thebespokestrategies.com
Our Approach | Bespoke Strategies
http://thebespokestrategies.com/our-approach
The Bespoke Strategies team. Constructs all-weather portfolios that should protect in challenging markets and participate in stronger market environments. Our team manages portfolios in a disciplined manner to reflect each client’s unique investment objectives, risk tolerance, spending needs and liquidity requirements. We believe that sound asset allocation and manager selection coupled with appropriate concentration and risk management should lead to outperformance. This site is for informational purpos...
lowebrockenbrough.com
Retirement Plan Advisory | Lowe, Brockenbrough & Company
http://www.lowebrockenbrough.com/retirement-plan-advisory
Serves as an investment advisor and fiduciary partner to qualified retirement plans. We recognize the challenges plan sponsors face in carrying out their fiduciary obligations. LB&C provides guidance in areas related to fiduciary governance, investment management, plan design, and participant education. This site is for informational purposes only. Lowe, Brockenbrough and Company does not intend to provide investment advice through this site.
thebespokestrategies.com
Our Structure | Bespoke Strategies
http://thebespokestrategies.com/our-structure
Serves in a fully discretionary, fiduciary capacity as a client’s Outsourced Chief Investment Officer. The Bespoke Strategies team manages portfolios exclusively through external investments. Asset allocation is customized to reflect the unique investment objectives, risk tolerance and spending needs of each client. This site is for informational purposes only. Lowe, Brockenbrough and Company, Inc. does not intend to provide investment advice through this site.
thebespokestrategies.com
Bespoke Strategies
http://thebespokestrategies.com/retirement-plan-advisory
Lowe, Brockenbrough's Bespoke Strategies team. Actively manages more than $1 billion of long-lived capital for endowment and foundation clients, as well as the multi-generational component of high-net worth individual and family portfolios. Bespoke: /bǝ-spōk/; British origin (1745-1755). Adjective Made to individual order; custom made. GO TO RETIREMENT PLAN ADVISORY.
lowebrockenbrough.com
Wealth Advisory | Lowe, Brockenbrough & Company
http://www.lowebrockenbrough.com/wealth-advisory
Views wealth management as the intersection of significant life decisions and one’s financial resources. Our wealth management practice strives to deliver exceptional investment solutions to our clients, while bringing clarity to their overall financial picture. This site is for informational purposes only. Lowe, Brockenbrough and Company does not intend to provide investment advice through this site.
lowebrockenbrough.com
Institutional Advisory | Lowe, Brockenbrough & Company
http://www.lowebrockenbrough.com/institutional-advisory
Actively manages long-lived capital for endowments, foundations and other institutions. We provide global, multi-asset class investment management which spans traditional and alternative asset classes and strategies. Our team constructs customized portfolios and assumes fiduciary responsibility for asset allocation, investment selection and risk management. Our Institutional Advisory Services team provides a holistic approach to portfolio management using internal and/or external investment strategies.
lowebrockenbrough.com
Our Firm | Lowe, Brockenbrough & Company
http://www.lowebrockenbrough.com/firm
Lowe, Brockenbrough and Company. Is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans. Our firm was founded on the principles of trust, transparency, collaboration and exceptional service. Our culture promotes teamwork, innovation, and successful client outcomes. Investment portfolios are managed in a disciplined manner to achieve strong risk-adjusted returns over time.
