Lowe, Brockenbrough's Bespoke Strategies team actively manages approximately $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.
The Bespoke team offers an Outsourced Chief Investment Officer (O-CIO) approach to 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, manager selection and risk management. We seek to implement investment strategy designed to mitigate undue downside risk, limit volatility, manage liquidity and optimize risk-adjusted returns over time. Our collaborative partnership provides clients with a disciplined investment approach within a flexible structure.
Bespoke: /bǝ-spōk/; British origin (1745-1755) Adjective – Made to individual order; custom made
Much like a bespoke tailor constrains his number of clientele and concentrates on providing the best possible product; we aspire to provide a limited group of like-minded investors with the highest quality Outsourced Chief Investment Officer experience.
Retirement Plan Advisory
Lowe, Brockenbrough 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.