Lowe Brockenbrough & Co. Inc.
Lowe Brockenbrough & Co Inc is an independent, employee-owned investment advisory and wealth management firm founded in 1970 and headquartered in Richmond, Virginia. The company offers customized investment management and advisory services to high-net-worth individuals, families, endowments, and institutions. With over 50 years of history, LB&C employs a team of around 31 professionals who average nearly three decades of industry experience, serving clients with a philosophy of stewardship, integrity, and personal engagement.
Investment Strategy
LB&C builds custom portfolios tailored to each client’s objectives, utilizing both traditional and nontraditional asset classes. Their approach is rooted in a deep fiduciary responsibility, careful active listening, and strategic knowledge. By blending traditional portfolio management and alternative investments, they focus on long-term stewardship rather than chasing quick returns, emphasizing excellence, integrity, and a team-based approach for guiding clients through complex financial decisions and ever-changing market environments.
Top Holdings
Equity Positions (312)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.00% | $160.1M | 257,785 | $496.62 | $620.90 | +$19.9M |
M MSFT | MICROSOFT CORP | 3.78% | $67.3M | 135,211 | $84.14 | $497.41 | +$16.4M |
A ACWI | ISHARES TR | 3.61% | $64.1M | 498,695 | $126.78 | $128.60 | +$55.2M |
A AAPL | APPLE INC | 3.25% | $57.7M | 281,425 | $30.74 | $205.17 | -$5.4M |
A AGG | ISHARES TR | 3.02% | $53.7M | 541,281 | $99.50 | $99.20 | +$36.3M |