WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. Communication is key in the evaluation of investment performance.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

Brown Advisory

MAY 4, 2020

As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options. Accounting: The client has outsourced its accounting infrastructure, and we now maintain a more direct day-to-day communication channel with the client's accountants.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52