George P. Brown CLU, ChFC, CPhD
Brown Wealth Strategies, Inc.
P. O. Box 605
190 Bethlehem Pike, Ste One
Colmar, PA 18915 advisor@pobox.com
Investment Management Services
We will help you analyze your current portfolio and your personal risk tolerance level. If you are responsible for an Institutional Portfolio, we will also assist you in the development of an Investment Policy Statement.
Utilizing the key features of Modern Portfolio Theory and Fundamental Stock Analysis, combined with superior manager selection, we believe we offer the finest approach to investment management philosophy available in the arena of conventional "long" equity portfolios.
Modern Portfolio Theory
Superior Money Manager Selection
Price:
Management Fees are quoted in our Advisory Disclosure Document
Brown Wealth Strategies, Inc. Your "Competitive Edge"
