• Creating a Boutique Investment Management Firm with Jennifer Brown

  • 2024/03/08
  • 再生時間: 51 分
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Creating a Boutique Investment Management Firm with Jennifer Brown

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  • Jennifer Brown is the founder of Brown Investment Management. Brown Investment Management was designed to be a small boutique firm to cater to her client’s needs and goals. The company has fiduciary responsibilities to each individual client. Although Brown Investment Management is bound by rules and regulations, they are more agile when it comes to investing with each individual in mind rather than an age-based design, so commonly seen.

    Jennifer is happy to say that joining Prosperitas Financial, allows her to have the same boutique style firm. We share the same core goals, which is to help clients understand their full financial picture. We lead them down a path that is designed to reach their goals and uncover new ones along the way. Her motto is in-line with Prosperitas Financial, which is making sure we reach as many people as possible and teach them to pay themselves first and remove the financial stress from their shoulders.

    In her time away from the office, Jennifer enjoys spending time with her family and friends. Some of her favorite outdoor activities include hiking and biking. Whether it is in her RV or crossing the globe, traveling is a passion of hers. She enjoys taking agility classes with her dog, Murphy. Her prior work experience in the entertainment industry lends to her love of movies and therefore, she is a member of Film Independent. Jennifer is proud to be a member and friend of the LGBT community.

    Connect with Jennifer
    (818)436-2196
    JBrown@prosperitasfin.com

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - https://www.facebook.com/Prosperitasfin
    LinkedIn - https://www.linkedin.com/company/prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - https://www.instagram.com/prosperitas_financial/

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あらすじ・解説

Jennifer Brown is the founder of Brown Investment Management. Brown Investment Management was designed to be a small boutique firm to cater to her client’s needs and goals. The company has fiduciary responsibilities to each individual client. Although Brown Investment Management is bound by rules and regulations, they are more agile when it comes to investing with each individual in mind rather than an age-based design, so commonly seen.

Jennifer is happy to say that joining Prosperitas Financial, allows her to have the same boutique style firm. We share the same core goals, which is to help clients understand their full financial picture. We lead them down a path that is designed to reach their goals and uncover new ones along the way. Her motto is in-line with Prosperitas Financial, which is making sure we reach as many people as possible and teach them to pay themselves first and remove the financial stress from their shoulders.

In her time away from the office, Jennifer enjoys spending time with her family and friends. Some of her favorite outdoor activities include hiking and biking. Whether it is in her RV or crossing the globe, traveling is a passion of hers. She enjoys taking agility classes with her dog, Murphy. Her prior work experience in the entertainment industry lends to her love of movies and therefore, she is a member of Film Independent. Jennifer is proud to be a member and friend of the LGBT community.

Connect with Jennifer
(818)436-2196
JBrown@prosperitasfin.com

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

Looking for more content? Check out our Social Media pages.
Facebook - https://www.facebook.com/Prosperitasfin
LinkedIn - https://www.linkedin.com/company/prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - https://www.instagram.com/prosperitas_financial/

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