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.
Through American Preferred Services, Inc., we administer on behalf of charitable organizations Charitable Gift Annuities, Charitable Remainder Trusts and Pooled Income Funds.
We will also administer these programs for professional advisors, including attorneys, accountants, financial advisors and insurance counselors. We can tailor a marketing program specifically for your organization or practice.
We also manage the reserves and trust principal through Brown Investment Advisors, Inc.
Charitable Gift Annuities
Charitable Remainder Trusts
Pooled Income Funds
Price:
Fees based upon Program Design.
Brown Wealth Strategies, Inc. Your "Competitive Edge"