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Proprietary Management
SMA Strategies Brochure
A comprehensive overview of all four proprietary SMA strategies — performance, approach, and implementation details.
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4 Strategies
Proprietary SMA Strategies
A detailed overview of all four proprietary SMA strategies — Innovation, Growth, Core, and Low Volatility — including performance data, investment approach, and implementation details for advisors.
DocumentSMA Strategies Brochure
StrategiesInnovation, Growth, Core, Low Vol
PlatformCharles Schwab
StructureSeparately Managed Accounts
UpdatedQ4 2025
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All performance data shown is as of the date indicated and subject to revision. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. For additional information about Bull Run Investment Management, including fees, services, and disciplinary history, please refer to our Form ADV at adviserinfo.sec.gov or contact us at (703) 344-6844.
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