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Wealth Management for
Individuals, Businesses, and Philanthropic Organizations.

High Growth Investments. Custom Planning for Growth, Risk, and Legacy.

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How we Invest

Explore Bull Run Investment Management

Explore high-performance portfolios and integrated planning strategies tailored to individual, business, and philanthropic needs.

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.

Our Team

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

Our Equity Innovation SMA is strategically designed to deliver superior performance relative to the S&P 500, NASDAQ 100, and the BVP Nasdaq Emerging Cloud Index. It intentionally accepts greater volatility than these benchmarks, offering potentially significant upside along with higher downside risk. We target companies positioned at the forefront of innovation, in sectors such as Artificial Intelligence, Cloud Database Storage, and Fintech. Each selected company demonstrates exceptional growth potential, aiming for robust revenue growth exceeding 25% annually.

Equity Growth SMA

Our Equity Growth SMA aims to consistently outperform major benchmarks, including the NASDAQ 100 and S&P 500, by delivering comparable downside volatility to the NASDAQ but capturing greater upside potential. By carefully selecting Large Cap companies with substantial market presence and strong growth trajectories, we invest in sectors critical to economic expansion, such as Semiconductors and Software Infrastructure. These companies are expected to achieve annual revenue growth in the range of 15–25%.

Equity Core SMA

Our Equity Core SMA is crafted to outperform the S&P 500, matching the downside volatility of this benchmark but aiming for superior upside performance. By investing in market-leading companies across stable and influential sectors like Consumer Electronics and Healthcare, we target businesses that consistently achieve revenue growth between 12–15%, offering steady performance coupled with enduring market influence.

Equity Low Volatility SMA

Our Equity Low Volatility SMA is engineered to closely track the performance of the S&P 500 while reducing downside volatility. Investing primarily in resilient sectors such as Consumer Goods and Healthcare, this strategy emphasizes stability and consistent growth. Portfolio companies are selected based on their potential to generate stable annual revenue growth between 7–12%, ensuring a balanced and defensive approach to equity investing.

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.