Brockenbrough

Brockenbrough handles day-to-day portfolio management for institutions, acting as an extension of their leadership.

Brockenbrough supports institutional governance and provides fiduciary oversight of investment policies.

Brockenbrough’s network provides access to respected global investment managers.

Brockenbrough acts as a co-fiduciary for purpose-driven institutions in an OCIO capacity.

The S&P 500 Index rose 8.5% in the second quarter, reversing earlier volatility caused by pandemic-related market panic.

The S&P 500 rose less than 1% in the third quarter, while the Russell 2000 Small Cap Index fell 4%. Large-cap stocks declined in September after gains in the first two months.

Markets occasionally experience unexpected events, such as oil briefly trading negative or the 2010 Flash Crash, though most occur outside typical investments or are short-lived.

Brockenbrough’s new office supports clients and collaboration, though contact details remain unchanged.

Brockenbrough transferred Retirement Plan Advisory clients to One Digital after 11 years, citing alignment in service philosophy.

Brockenbrough rebranded from Lowe, Brockenbrough & Co. to reflect its growth and commitment to client futures.

Brockenbrough prioritizes employee expertise, empathy, and professional development to serve clients.

Austin Brockenbrough III serves as Brockenbrough’s Chairman, specializing in private equity and institutional wealth management. He co-founded the firm in 1970 and has 59 years of investment experience.

Austin Brockenbrough IV leads Brockenbrough as Chief Executive Officer, overseeing private wealth and institutional services. He has 30 years of experience managing complex investments.

Chip, Brockenbrough’s Chief Investment Officer, oversees investment policy, asset allocation, and portfolio strategies. He joined in 1992 and holds a CFA charter.

Ros Bowers serves Brockenbrough as Managing Director and Portfolio Manager, primarily responsible for quantitative, equity and asset allocation research and working with high net worth individuals providing solutions to their wealth management needs. Ros joined the firm in 2000.

Brockenbrough helps clients pursue passions, missions, and community impact through financial stewardship.

Providing individuals and institutions with top-tier wealth and investment management services for over 50 years.

Brockenbrough is an SEC-registered investment adviser in Richmond, Virginia, with disclosure documents available on its website.