Lowe Brockenbrough & Company

About The Fund

Lowe Brockenbrough & Company (LB&C) is a Richmond, Virginia-based investment advisor that has been offering wealth and investment management services for over 50 years. As an independent, employee-owned firm, LB&C delivers customized and holistic advisory services to a diverse client base, which includes high-net-worth individuals, foundations, endowments, and retirement plans. They are committed to active listening to understand their clients' unique goals and to guiding them accordingly, ensuring that their wealth is activated to its fullest potential and their legacy secure.The firm primarily focuses on investing in stocks of mid-cap and large-cap companies within the United States. LB&C manages a variety of investment funds, including equity, fixed income, and balanced mutual funds, addressing the different risk and return profiles required by their clients. With $4.3 billion in assets under management and a team of 32 professionals, they boast an average investment team member experience of 28 years. LB&C emphasizes the use of sophisticated tools and investment vehicles, akin to those available to larger scale investors, ensuring their clients benefit from high-quality, innovative services.LB&C's comprehensive services for endowments and institutions cover outsourced Chief Investment Officer (OCIO) responsibilities, portfolio strategy and management, manager selection and due diligence, portfolio risk management, governance and fiduciary oversight, as well as administration and reporting. For individuals and families, they offer private wealth management services, investment management, financial and wealth planning, and family office services. The firm's approach combines modern stewardship with a deep understanding of the changing dynamics of money management to propel the missions of institutions and families' legacies forward. The industries they have shown interest in include IoT (& Wearables) and Mobile.