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Investment Management
Explore unparalleled expertise in Investment Management. Our dedicated team provides portfolio management solutions tailored to your financial goals.
Wealth Management Solutions
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Investment Management
Investing is a pledge to your future prosperity, a strategy to protect and grow your hard-earned assets. Our forward-thinking investment approach is designed to keep your portfolio robust, adapting to ever-changing market conditions and economic environments.
Financial Planning
Financial Planning is a roadmap to achieving your financial goals. We offer personalized strategies that consider all aspects of your financial life, ensuring a balanced approach to saving, investing, and planning for the future.
Estate and Gift Planning
Estate and Gift Planning ensures your legacy is preserved and passed on according to your wishes. Our comprehensive approach helps you plan for the future, minimizing tax liabilities and ensuring your loved ones are taken care of through thoughtful estate and gift strategies.
Tax Planning and Preparation
Tax Planning and Preparation ensure you're not only compliant but also maximizing tax efficiencies. Our expert team stays abreast of the latest tax laws and strategies, helping you navigate the complexities of taxes and reduce your liabilities.
Insurance Planning and Risk Mitigation
Insurance Planning and Risk Mitigation protect your financial well-being from unforeseen events. Our tailored insurance solutions and risk management strategies provide peace of mind, safeguarding your assets and family against life's uncertainties.
Marital Financial Planning
Marital Financial Planning offers couples the tools and guidance to build a strong financial foundation together. We focus on aligning financial goals, budgeting, and planning, ensuring a harmonious approach to managing finances in a marriage.
Trust Services
Trust Services provide a secure way to manage and distribute your assets according to your wishes. Our trust management solutions offer peace of mind, ensuring your assets are protected and distributed as intended, with expert guidance every step of the way.
Cross Border Advisory
Cross Border Advisory services navigate the complexities of international financial landscapes. We provide expert guidance to help you manage and optimize your cross-border investments and transactions, ensuring compliance and maximizing returns in a global economy.
Championing Success with Investment Expertise. Built for High Growth. Designed to Outperform.
We manage concentrated portfolios focused on market leaders within high-growth industries. Our strategies target long-term capital appreciation and are built to exceed S&P 500 performance by investing in innovative companies with strong fundamentals, pricing power, and substantial revenue growth acceleration. Every portfolio is constructed with precision, implemented tax-efficiently, and managed in-house for accountability and results.
Portfolios Built for Innovation, Compounding Growth, and Tax-Aware Efficiency
We construct portfolios with purpose—balancing growth potential with inflation resilience, tax efficiency, and downside risk management. Our approach includes disciplined rebalancing, tax loss harvesting, and asset location strategy to improve after-tax results. For clients with complex financial lives, we provide hands-on portfolio oversight that adapts to markets while staying aligned with long-term financial goals.
Proprietary Growth-Focused Portfolios
We offer four actively managed strategies: Innovation, Growth, Core, and Low Volatility. Each portfolio is built around companies leading their industries in revenue growth and competitive advantage. We use bottom-up analysis to target fair valuations and long-term earnings power—allocating capital to businesses that we believe are structurally positioned to outperform. Portfolios are adjusted in real time based on macro conditions, earnings, and sector leadership.
Asset Location and Liquidy Strategy
We allocate high-growth investments to IRAs and Roth accounts to maximize tax-free or tax-deferred compounding. Tax-inefficient assets—like bonds or REITs—are held in taxable accounts with active tax management. We also layer in liquidity planning, maintaining short-term reserves without disrupting long-term growth. Your account architecture is designed to support both investment strategy and tax efficiency across traditional, Roth, trust, and brokerage accounts.
Tax Loss Harvesting & Direct Indexing
We implement tax loss harvesting by identifying individual securities that can be sold at a loss to offset realized gains and reduce taxable income. When appropriate, we use direct indexing to enhance this strategy—allowing us to harvest losses while reallocating into similar ETFs or securities to maintain exposure and upside potential. These approaches are integrated into your broader tax and investment plan to increase long-term after-tax returns.
Account Structuring & Contribution Strategy
We advise on optimal account types and contribution flows—401(k), IRA, Roth IRA, backdoor Roths, taxable accounts, and donor-advised funds. Strategies are aligned to your income levels, tax brackets, and liquidity needs. For business owners, we integrate contribution sequencing with retirement plan design, including SEP and Solo 401(k) plans, or defined benefit layering.
Portfolio Monitoring & Rebalancing Discipline
Our portfolios are built to outperform in bull markets while maintaining disciplined downside exposure in bear markets. We conduct active rebalancing to assess position weight, sector allocation, macro exposure, and factor tilts. Adjustments are made in response to valuation changes, earnings revisions, and real-world developments—not arbitrary calendar dates.
Investment Reporting & Strategic Reviews
We provide transparent, easy-to-understand performance reports, benchmark comparisons, and contribution tracking. Regular strategic reviews ensure your portfolio remains aligned with your evolving goals—whether it's early retirement, liquidity planning, or generational wealth transfer. Every review includes tactical insights, tax overlay analysis, and planning recommendations.
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.
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