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Home > Financial Services > Stock Brokers > Harold C. Brown & Co., Llc
Harold C. Brown & Co., Llc
Harold C. Brown & Co. is a member of the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of seven exams.
Since 1932, when Harold C. Brown founded his company to offer investors prudent advice for building and preserving wealth, they have helped thousands of clients reach their financial goals. Those clients include individuals with personal assets, trust funds, estates, retirement and pension plans, corporations, charitable and religious organizations, hospitals and educational institutions.
Capital growth is essential, but there’s a lot more to investment management than anticipating the fluctuations of financial markets. Investment management is a comprehensive process, the goal of which is the long-term financial security of our clients.
Focus on quality in selecting equities; they use a bottom up fundamental investment approach, looking for companies with high levels of profitability and financial strength across broadly diversified sectors. They blend investment style growth stock investing identifying securities with above average potential for earnings growth; and value investing identifying securities considered undervalued. In all cases, they use prudent evaluation criteria to screen possible candidates.
Harold C. Brown & Co. also provides a complete menu of financial planning services for our clients. This allows each client to select the particular service which meets his or her individual needs. These services include retirement planning, estate planning, trust advisory service, education planning, income tax planning, cash management, and special, one-time event planning. Whether a client would like advice in one specific area, or a comprehensive plan, our financial planning department will tailor its services to meet each client’s needs.
Their financial planning department assists trustees in fulfilling their fiduciary obligations, while seeking to achieve the objectives of both the donor and the trust beneficiaries. Using they knowledge of current tax law, and working in conjunction with the trust’s tax and legal advisers, they help develop a tax efficient strategy. Harold C. Brown & Co. Is committed to improving the quality of life in the communities they serve utilizing a combination of financial support through our Philanthropic Committee, and volunteer service by our employees.
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