Tradin with Kurt Brown
Learn from someone who knows Wall Street inside and out, but who decided to leave New York to start a private firm managing over 6 billion in assets.
Who is Kurt Brown?
Kurt Brown is the Chief Investment Officer for Town Square Capital. In this role, he is also the head of the investment committee and oversees the creation of portfolios for clients. This includes assessing outside money managers and selecting asset classes.
He has close to 25 years of specific experience in capital markets experience, both on the buying and selling sides. His experience includes managing hedge funds, portfolios for Fortune 500 companies, Taft Hartly plans, university endowments, bank trust portfolios, and individual retirement accounts.
Before taking his current position at Town Square Capital, he worked for Alta Capital, which is a quality growth equity manager located in Salt Lake City, Utah. His 12-year position with Alta Capital saw a lot of growth for him personally and the company as a whole. He helped to take the $300 million of the firm’s assets and grow it to over $3 billion.
Even with his extensive investment work, Kurt also has experience as a speaker at investment conferences, CPA and Estate Planning conferences, and universities for a wide variety of audience members. He has the experience to talk about capital markets inefficiencies and conflicts of interest related to investment products and brokerage firms.
Before his position at Alta Capital, he worked at Black Rock Capital and Bank of America, where he spent his time advising clients on various trading and risk management issues. He built up his experience with the divestiture and hedging of concentrated equity positions and creating structured products.
He has earned a degree in Economics and Finance from Brigham Young University and still serves in the capacity of an adjunct professor there, as well as a board member of The Ballard Center for Economic Self Reliance.
What is Town Square Capital?
Town Square Capital is an investment platform that is designed to help clients fortify and enhance their current investment portfolio and program. Clients can always pick and choose from the services offered to use what works best for their situation.
Town Square Capital offers traditional and alternative manager research, vetting, and selection as well as portfolio construction, monitoring, rebalancing, and repositioning to help clients get the most out of their investments. The investment platform also will evaluate and do a full audit of each portfolio to find any weaknesses or areas that can be improved.
The company can also help clients focus on their gain/loss harvesting, donations, and lot management to optimize their tax benefits. A full-service trading desk is designed to help clients implement preferred manager strategies or their own custom models.
What to Expect
Town Square Capital is an independent firm that provides services to family offices, wealth advisors, corporations, governments, and foundations. They believe strongly in supplying clients with the best tools to help them make informed, competitive, and strategic investment decisions.
Since they do not believe that there are any shortcuts or tricks to creating wealth, they see the long-term plan for clients’ money and stick by them for the duration of their time with the company. They take care to ensure that all strategies and managers added to the platform pass a strict set of criteria.
They also ensure that there are no conflicts of interest that are found with most investment advisory firms. They are not beholden to a specific bank or insurance company and do not distribute any outside products from other companies. This means the advice and recommendations clients get are truly in their best interests and are not there to help promote someone else’s gain.
The advisors do not work based on commission, so they do not pressure clients to buy more products. Every client pays the same fee, so they receive the same services. Advisors also stay away from pooled investments, so clients can always see exactly where their money is what it is doing.
Town Square aims to help clients see a return on your portfolios through vetted and strategic investment advice. They focus on a ‘bottoms up’ investment process and hire the best money managers in the industry to help keep clients’ money safe. This helps to keep costs low, but still make the most of the cash flow and optimize the tax efficiency.
Town Square’s goal is to give clients the power to make the best investment moves for their situation. Town Square enables clients to understand the assets they own and be able to have confidence in their investment choices. Town Square believes this can be achieved even in times of stress in the market.