About Us

Introduction

Medley & Brown, LLC is a fee-only investment advisor that offers asset management services to individuals, families, small businesses, foundations, and retirement plans. Our goals are to preserve investor capital and achieve long-term appreciation in ways designed to minimize risk. Client assets are generally invested in no-load mutual funds. Investments are allocated among money market funds, U.S. common stocks, bonds, and international stocks for potential growth and safety of principal. Portfolios are generally $500,000 or more.

Medley & Brown, LLC and its predecessor company was founded in 1988 and is registered with the Securities and Exchange Commission as an investment advisor. We invite you to view our SEC required Form ADV Part II , for detailed information about out services, fees and investment strategies.