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Dune Thorne is a partner, portfoliomanager and head of the Boston office at Brown Advisory, where she helps families and nonprofits develop financial and investmentplans to align with their long-term goals.
We have found that clients who clarify their values and reflect them in their portfolios view that process as a cornerstone of their investmentplan, and they tend to successfully stick to that plan for the long term. One family we advise wants to support local businesses with a regionally focused portfolio.
We have found that clients who clarify their values and reflect them in their portfolios view that process as a cornerstone of their investmentplan, and they tend to successfully stick to that plan for the long term. One family we advise wants to support local businesses with a regionally focused portfolio.
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