Independent, In-House Research                 

We believe there’s only one effective way to find  investment candidates with above average  potential for long-term growth: search for them ourselves.

Staffed and structured to make our own investment decisions
   That’s why, at Harold C. Brown & Co., we have always used in-house specialists to provide investment research and recommendations. Our research analysts focus on the economy, financial markets, industries and individual companies, looking for new investment opportunities as well as monitoring the strength of current investment holdings. As members of an independent firm, our analysts have only one interest: our clients’ best interest. They are not burdened by potential conflicts of interest in selecting stocks, because we are not investment bankers or market makers.
   In addition, most portfolio managers conduct ongoing research and analysis projects. In total, more than three-quarters of our professional staff is involved in this intensive security screening and selection process.
   When appropriate, analysts or portfolio managers visit companies we are considering, or have selected, for investment. This firsthand, on-the-scene investigation gives us a decided edge over firms that rely on broadly distributed research subscription services. In addition, we attend numerous industry conferences during a year.

Weekly investment committee meetings
   Our analysts present specific investment recommendations at a weekly investment committee meeting. Six senior portfolio managers, all with more than 20 years’ experience, evaluate and give final approval on these recommendations. As a result, before any buy or sell recommendations are used in client accounts, they are vigorously examined and debated. We believe this approach – which combines diversified viewpoints and extensive experience – produces superior investment decisions for our clients.