Invested in your future.
We’re an independent firm that’s been providing individuals and institutions with top-tier wealth and investment management services for over 50 years.
Money is changing. How we think about it. How we earn it. How we protect, grow, and use it. Whether you’re managing an institution’s endowment, or your family’s legacy, you need a team that can keep you on the right side of a changing world. Learn more about modern stewardship at Brockenbrough. Click here
More than $3.5 billion in assets under management.
(As of 9/30/22)
A dedicated team of 30 professionals.
Average Investment team member experience of 24 years.
"We place tremendous importance on active listening. We get to know what's important to our clients and build our service around that intimate understanding of their goals and ensuring we lead them there.”
“We are continuously pursuing new ways to add value to our clients. Our goal is to be the best stewards to our clients and we achieve that by combining innovation with the highest quality service.”
“Our clients have access to extremely sophisticated tools that are often limited to larger scale investors. Our relationships and commitment to excellence make it possible to bring that value to every client we serve.”