Lowe, Brockenbrough 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.
We offer flexibility of structure to accommodate clients of various sizes. Client assets may be invested as a separately managed portfolio or through a multi-asset class, comingled partnership structure managed by the Bespoke team. Our pooled vehicle offers the manager access and portfolio construction of a larger investor while still affording the ability to customize asset allocation.