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Brown Wealth Strategies, Inc.
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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
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Investment Management Services
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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.
GAMES
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Planning Services
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Investment Management
Strategic Asset Allocation
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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.
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Modern Portfolio Theory
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Superior Money Manager Selection
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Price:
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Management Fees are quoted in our Advisory Disclosure Document
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Alternative Investments
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Alternative Investment Choices
Domestic and International Money Managers
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Through strategic alliances within the Hedge Fund Industry, we have researched the field of money managers and have accumulated data on some of the most experienced money managers in the country. Family Offices and Institutions find this to be a resource that can help them achieve thier investment objectives in terms of risk-adjusted returns.
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Domestic Money Managers
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Offshore Money Managers
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