Private Portfolio Management
If your Program account has a balance of $5 million or more, you can take advantage of the personal attention and investment flexibility of private portfolio management through T. Rowe Price.
Enjoy enhanced benefits at no additional cost
This service offers you two major benefits:
- The simplicity, convenience, and cost-effectiveness of a donor-advised fund
- The personal attention and customized investment selection associated with private asset management
Receive a personal investment consultation
You start with an initial consultation with the Program president and the assigned portfolio manager to discuss factors such as investment objectives, risk tolerance, and time horizon.
Your account can be invested in individual securities, bonds, and mutual funds. You may recommend that companies from particular industries be excluded from the account portfolio. This will be taken into account in the selection of stocks and bonds.
Once the portfolio strategy is established, you will be able to recommend changes on a periodic basis. You also will receive quarterly investment reports in addition to account statements from the Program for Charitable Giving.
Benefit from T. Rowe Price's asset management expertise
T. Rowe Price was established in 1937 to offer private asset management services for a select group of individuals and institutional clients. The firm's Private Asset Management group now provides personalized investment counseling and discretionary portfolio management for assets in separate portfolios totaling over $4 billion.
Rigorous fundamental research is the cornerstone of the investment process. Leveraging the T. Rowe Price global research capability and in-house staff of more than 250 investment professionals, the Private Asset Management group offers expertise in multiple asset classes and styles. A proven investment philosophy — to preserve and enhance wealth without assuming unnecessary risk — drives every investment decision our private portfolio managers make.
Learn more about private portfolio management
See how the Private Asset Management group can provide personalized services for your Program assets.
Please call John Brothers, president, at
All investment portfolios are subject to market risk, including possible loss of principal.