Brown Advisory

SEPTEMBER 12, 2016

We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation. annually for U.S.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation. annually for U.S.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Sara Grillo

SEPTEMBER 12, 2022

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. In early 2015, Scott sold his ownership interest in the firm. Return of organization exempt from income tax [Form 990].

CFP 80

CFP Financial Planner Ethics Financial Planning 80