Portfolio Investment Trust

Westport Investment Group is a financial services firm based in Baltimore, MD, specializing in investment management and advisory services for individual and institutional clients. With a focus on personalized financial planning and portfolio management, Westport Investment Group aims to help clients achieve their long-term financial goals through strategic investment strategies and risk management. Generated from their business information

Alex Brown Investment Management is a financial services firm based in Baltimore, MD, specializing in investment management and financial planning services. With a focus on personalized strategies and client-centric approaches, the firm aims to help individuals and businesses navigate the complexities of the financial markets and achieve their long-term financial goals. Generated from their business information

Brown Advisory, located in Baltimore, is an investment firm. It serves various institutions, corporations and high-net worth investors by providing the insight, balance, diversification and good planning of their complex financial circumstances. It also assists to enhance the wealth of a firm through various wealth preservation solutions. It offers various other services that include investment management and brokerage services. It also provides a comprehensive range of research services for the private clients. Its investment representatives have access to the various research resources through its daily research meetings, written reports, databases and individual meetings and conversations with the analysts. In addition, Brown Advisory offers various other services that include tax returns and compliance, principal and income accounting, management of trust distributions and fiduciary services.