Private Asset Management

T. Rowe Price Associates, Inc., was established in 1937 as an investment counsel firm managing investments for affluent individuals. Today, this heritage continues in our Private Asset Management Group. We offer separately managed portfolios for individuals and their families, trusts, endowments, foundations, and institutions. For investors with $5 million or more to invest, we invite you to explore the advantages of working with T. Rowe Price Private Asset Management.

If you are interested in discretionary asset management and would like to learn more about T. Rowe Price Private Asset Management, please contact us directly at: PrivateAssetMgmt@troweprice.com or complete the following Contact Us Form.

 

All investments involve risk, including possible loss of principal.

Explore Private Asset Management at T. Rowe Price

T.  Rowe Price offers an approach to investment management that has been consistently applied over generations. Whatever your objective—building and preserving wealth, growing your income, creating a legacy, or meeting your philanthropic target—the Private Asset Management Group brings investment management expertise and world-class service to help you achieve your goals.

Each portfolio should have an investment program tailor-made to fit the objectives of the individual investor, based on requirements for safety of principal, spendable income, or capital growth.
Thomas Rowe Price, Jr.
Focusing on our Client's Objectives is Our Foremost Priority

Our portfolio management process begins with you, the client. Through personal meetings and consultations, we gain a full understanding of your investment objectives, return needs, risk tolerance, time horizon, liquidity needs, tax considerations, and other critical factors that define your investment guidelines.

With a clear mutual understanding of your investment objectives and guidelines, we will implement an asset allocation strategy tailored to meet your goals. Our next step is to carefully construct a well-diversified portfolio of securities that combines multiple asset classes and investment styles.

Our Process is Grounded in Comprehensive Research

T. Rowe Price emphasizes proprietary, fundamental research as the cornerstone of our investment process. We offer broad investment expertise in a wide array of U.S. and global equities and fixed income securities.

Our equity analysts conduct intensive research including meetings with company managements. These meetings can take a variety of forms, including on-site visits, face-to-face discussions, attendance at industry and investment conferences, as well as hosting companies in our offices. Security selection is driven by fundamental analysis to identify companies that are expected to generate strong long-term returns.

If you want to have an understanding of any business, it is important to know the background of the people who started it and directed its past, and the hopes and ambitions of those who are planning its future.
Thomas Rowe Price, Jr.

Our fixed income analysts apply rigorous independent credit analysis for both tax-exempt and taxable securities. We believe that superior long-term fixed income performance can be achieved by managing portfolio risk through fundamental research and analysis, active duration management, and sector allocation management.

In today's global economy, we believe it is imperative to understand industry and company fundamentals from a worldwide perspective. Research is conducted in our investment offices in Baltimore, as well as our offices in London, Hong Kong, Singapore, Sydney, and Tokyo.

We are Committed to Delivering Personalized Service

T. Rowe Price believes that our clients are our most important asset. We work closely with our clients and provide direct access to a dedicated portfolio manager who is responsible for actively managing the portfolio's assets.

We also work closely with our client's advisers, including legal and accounting professionals, family offices, and investment consultants, to design investment portfolios that integrate with each client's overall financial strategy.

Finally, we believe in the importance of ongoing, detailed communications with our clients. We conduct regular face-to-face meetings to measure progress toward goals or to adjust investment guidelines relative to changing needs. Clients receive quarterly investment summaries, performance data, and investment letters.

A philosophy, a distinct point of view, and a deep respect for the individual client's needs and wishes.
Thomas Rowe Price, Jr.

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