Wealth Management for
Individuals, Businesses, and Philanthropic Organizations.
High Growth Investments. Custom Planning for Growth, Risk, and Legacy.
How we Invest



Explore Bull Run Investment Management
Explore high-performance portfolios and integrated planning strategies tailored to individual, business, and philanthropic needs.
Wealth Management
Investment Management
Financial Planning
Tax Planning and Preparation
Insurance Planning and Risk Mitigation
Estate and Gift Planning
Trust Services
Marital Financial Planning
Cross Border Advisory
Business Owner Financial Planning
Practice Owner Financial Planning
Executive Financial Counseling as a Corporate Benefit
Beneficiary Financial Counseling
Defined Contribution Services
Defined Benefit Plan Solutions
Non-qualified Plan Management
Collective Pooled Employer Plan
Financial Administration
Investment Consulting Services
Outsourced Chief Investment Office
Innovate, Disrupt, Outperform. We're Different.
Bull Run Investment Management delivers innovation-led portfolio strategies and fully integrated wealth management solutions—built for individuals, business owners, and philanthropic organizations. Every plan is tailored to unique client needs while aiming to outperform benchmarks like the S&P 500 through active, high-conviction management.
Deep expertise in high-growth sectors—such as Artificial Intelligence, Cloud Infrastructure, and SaaS—drives a disciplined investment process focused on substancial revenue growth. Financial planning services, including tax strategy, estate structure, risk management, and trust coordination, are fully customized to deliver clear outcomes and long-term value.
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Our Proprietary Management
Our actively managed portfolios are built to outperform traditional benchmarks by investing in high-growth, innovation-led companies. Each strategy is offered as a separately managed account (SMA), allowing for personalized implementation, precise tax management, and full alignment with your financial goals. This approach replaces pooled investing with direct, customized exposure—tailored to changing markets and individual client needs.
Equity Innovation SMA
Equity Growth SMA
Equity Core SMA
Equity Low Volatility SMA
Bull Run’s Equity Innovation SMA Delivers 98.4% Return in 2023.
In 2023, Bull Run’s Equity Innovation Fund delivered an extraordinary return of 98.4%, gross of fees, significantly outperforming the broader market. For comparison, the S&P 500 posted a gain of approximately 26.3%, while the NASDAQ saw a 54.9% return. This exceptional performance underscores the strength of our portfolio, which focuses on high-growth, innovative companies that are leading the future of technology and business.

BRIM 2023 Year End Market Review
Global Markets
Market Insights
Comprehensive market insights keep you informed. Our experts analyze financial trends and how they affect your investments and financial strategy. We give you a deep understanding of market dynamics to help you make smart decisions.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.