Wealth Management for
Individuals, Businesses, and Philanthropic Organizations.
Data-Driven Innovation. Growth Focused Wealth Management.
How we Invest
Explore Bull Run Investment Management
Discover Diverse Financial Strategies. Uncover Custom Solutions for Every Investment Scenario.
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's approach is characterized by its focus on innovation and comprehensive wealth management solutions, offering a wide range of services tailored to meet the unique financial needs and goals of different clients, including individuals, businesses, and philanthropic organizations.
Our firm's expertise in identifying and investing in groundbreaking technologies and innovative businesses set it apart. Specializing in sectors like Artificial Intelligence, Cloud Database Storage, and SaaS, Bull Run aims for substantial revenue growth and profitability. Furthermore, our financial planning services, including tax, insurance, estate, and cross-border advisory, are customized to address the truly unique needs of our clients, ensuring personalized and effective wealth management.
Our Proprietary Management
Explore our distinct investment strategy, adept at navigating market fluctuations and seizing unique opportunities. Our range of portfolios, each structured as separately managed accounts (SMAs), addresses varied investor requirements with a unique philosophy. This approach allows us to manage each client’s investments individually, rather than pooling resources, enabling personalized strategies that align with diverse market trends and investor goals.
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%, 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.