Established in 1970 and located in Richmond, Va., Lowe, Brockenbrough & Company is a private company that provides investment management and consultation services. It serves various clients, such as individuals, corporations, foundations and insurance companies for meeting their long-term investment goals. The company has a team of professional investment managers and consultants to conduct research processes. It develops individual client portfolios according to the client s specific needs and investment objectives that include various factors, such as taxes, income requirements, capital growth objectives and market conditions. Its staff also monitors portfolio results for each client and maintains separate equity, balanced, taxable and tax-exempt fixed-income portfolios. Additionally, Lowe, Brockenbrough & Company offers a wide range of investment products, such as securities and Jamestown balanced, equity and international equity funds. The company s staff also provides wealth management services in various areas, such as asset allocation and investment strategy, estate and retirement planning, charitable giving and family office administration.
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