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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

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:
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‍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%
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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.