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Wealth Management for
Individuals, Businesses, and Philanthropic Organizations.

High Growth Investment Management and Financial Planning Solutions for Individuals, Businesses, and Philanthropic Organizations.

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How We Invest

BRIM — Our Proprietary Management

Proprietary Strategies

Our Proprietary Management

Our actively managed portfolios are built to outperform traditional benchmarks by investing in leading publicly traded equities. Each strategy is offered as a Separately Managed Account (SMA) — delivering direct ownership, personalized implementation, and precise tax management tailored to each client.

+273.7%

Cumulative Return — Innovation SMA (2023–2025)

55.25%

Compounded Annual Growth Rate Since Jan 2023

Top 1.32%

Percentile Ranking vs. 3,496 Non-Leveraged ETFs

Equity Innovation SMA

Revenue Target 25%+

Designed to outperform the S&P 500, NASDAQ 100, and BVP EM Cloud Index. Targets companies at the forefront of innovation with exceptional growth potential and revenue growth exceeding 25% annually. Accepts higher volatility in exchange for potentially significant upside.

AI Cloud SaaS Fintech Cybersecurity

Risk

Very High

Equity Growth SMA

Revenue Target 15–25%

Designed to outperform the NASDAQ 100 and S&P 500 by delivering comparable downside volatility while capturing greater upside potential. Targets large-cap companies with substantial market presence and strong growth in Semiconductors, Software, and Payment Services.

Semiconductors Software Payment Services

Risk

High

Equity Core SMA

Revenue Target 12–15%

Designed to outperform the S&P 500 by matching its downside volatility while aiming for superior upside. Invests in market-leading companies across Consumer Electronics, Healthcare, and Financials — businesses that consistently deliver steady, reliable growth.

Consumer Electronics Healthcare Financials

Risk

Moderate

Equity Low Volatility SMA

Revenue Target 7–12%

Designed to track the S&P 500 over long market cycles with meaningfully reduced drawdowns. Invests in resilient, defensive sectors while potentially exceeding the benchmark during shorter, more volatile periods. Prioritizes capital preservation and stability.

Consumer Goods Healthcare Industrials

Risk

Low / Moderate

For Financial Professionals. All four strategies are available as Separately Managed Accounts through BRIM's advisory platform. Past performance is not indicative of future results. All performance figures as of December 31, 2025.

View Strategy Details

Bull Run's Equity Innovation SMA Ranks Top 1.32% Since 2023.

The Bull Run Equity Innovation SMA is a high-growth equity strategy designed to outperform the S&P 500 and the Nasdaq 100 by owning the top 20–25 publicly traded companies with projected revenue growth of 25%+ across innovation-driven sectors including artificial intelligence, cloud infrastructure, semiconductors, enterprise software, fintech, cybersecurity, and general innovation platforms.

‍Bull Run Equity Innovation SMA | Performance Since 2023:
‍
‍2023: +98.4% | Top 1.20%
2024: +39.3% | Top 3.15%
‍2025: +35.2% | Top 8.18%

‍Since January 1, 2023:
Cumulative Return: +273.7%
‍Percentile Ranking: Top 1.32%
‍
Since the market low in early 2023, the Equity Innovation SMA's compounded growth rate of 55.25% has placed it in the top 1.32% of an average universe of 3,496 non-leveraged ETFs, based on individual calendar-year comparisons across U.S. and Canadian exchanges. Returns shown gross of fees.

Bull Run's Innovation SMA Ranks Top 1.32% Since 2023.

Global Markets

Explore Bull Run Investment Management

High-performance portfolios, and integrated planning strategies, tailored to individual, business, and philanthropic needs — designed to outperform traditional benchmark indices.

Innovate, Disrupt, Outperform. We're Different.

Bull Run Investment Management provides high-growth equity investment management alongside comprehensive wealth management for individuals, business owners, and philanthropic organizations. Client portfolios and planning are built from the ground up based on risk tolerance, tax structure, and time horizon, with capital allocated through concentrated, active strategies intended to outperform long-term market benchmarks such as the S&P 500 and Nasdaq 100.

The firm’s investment approach is grounded in deep experience across high-growth equities in sectors including Artificial Intelligence, Cloud Infrastructure, and SaaS. We integrate high-growth equity portfolio management with financial planning, covering tax strategy, insurance, and trust coordination, with the objective of substantial long-term capital appreciation.

Our Team

Our Proprietary Management

Our actively managed portfolios are built to outperform traditional benchmarks by investing in leading publicly traded equities that are best in class in their indusrty. Each strategy is offered as a separately managed account (SMA), allowing for indivudal ownership, personalized implementation, and precise tax management. 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 designed to outperform 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 is designed to outperform 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 designed 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 designed to closely match 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.

Market Insights

Comprehensive market insights to keep you informed. We analyze financial trends and explain how they impact your investments and long term financial plan, delivering clarity and context to help you make decisions.