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Services
Explore Bull Run Investment Management
Explore high-performance portfolios, and integrated planning strategies, tailored to individual, business, and philanthropic needs — designed to outperform traditional becnhmark indices.
Wealth Management
With a deep comprehension of the challenges associated with substantial wealth, Bull Run delivers integrated financial solutions aimed at amplifying, protecting, and perpetuating your wealth through generations.
Investment Management
Investing is a pledge to your future, a means of enhancing and conserving what you've accumulated. Our systematic, goal-driven investment tactics work to ensure that your portfolio is primed to endure variable market and economic climates.
Financial Planning
Navigating the financial intricacies that come with wealth can be complex. At Bull Run, we appreciate these complexities and offer unified financial strategies that aim to augment, safeguard, and perpetuate your wealth across generations.
Tax Planning and Preparation
We devise and apply tax-efficient strategies, which include the development of thorough tax forecasts and the completion of personal, trust, and business tax returns.
Insurance Planning and Risk Mitigation
Safeguard the lifestyle you and your family have strived for. We assist you in comprehending your current risk profile and propose tailored solutions that aim to shield the susceptible facets of your financial situation.
Estate and Gift Planning
We devise and apply tax-efficient strategies, which include the development of thorough tax forecasts and the completion of personal, trust, and business tax returns.
Trust Services
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Marital Financial Planning
We stand ready to assist you in developing an all-encompassing financial strategy that mirrors your mutual aspirations. Should your marriage unfortunately end, we also offer financial consulting services in divorce matters.
Cross Border Advisory
Navigate international financial complexities. Minimize taxes, maximize investments, and protect wealth across borders. Expert guidance for cross-border investments, international tax compliance, and global financial planning.
Business Owner Financial Planning
We collaborate with proprietors of private businesses, assisting them in formulating and carrying out transition strategies that ensure a smooth and successful departure for them, their families, and other stakeholders.
Practice Owner Financial Planning
We partner with practice owners, offering assistance in strategic transition planning, expert financial management, and smooth departure planning, benefiting you, your family, and stakeholders.
Executive Financial Counseling as a Corporate Benefit
Managing the financial affairs of executives can be complex, requiring considerable time and effort. We act as your personal Chief Financial Officer (CFO), offering a more streamlined and convenient approach to overseeing your growing wealth.
Beneficiary Financial Counseling
When an employee passes away, providing care and support to their family becomes paramount. Our Beneficiary Counseling Services assist beneficiaries in navigating the financial challenges that arise after the loss of a loved one, helping them adjust to their new circumstances.
Defined Contribution Services
Given the increased emphasis on fiduciary responsibilities, maintaining a robust retirement plan has never been more important. We assist you in assessing five crucial dimensions of plan success, enhancing your plan's effectiveness and improving the retirement readiness of your employees.
Defined Benefit Plan Solutions
Our retirement plan advisors possess expertise in managing active, frozen, and terminating defined benefit plans. Working closely with you, we develop strategies to mitigate risk, reduce costs, and achieve better outcomes.
Non-qualified Plan Management
We create impactful solutions for nonqualified plans by working in collaboration with your board of directors, human resources, and executive compensation teams. These solutions have a positive impact on recruitment, retention, and your bottom line.
Collective Pooled Employer Plan
Successful Collective Pooled Employer Plans (CPEPs) require the right investments. Our expert investment advisors help CPEP participants choose and monitor investments that match their goals and risk tolerance. Employers can offer a well-diversified and managed CPEP investment lineup with our help.
Financial Administration
Consider us a critical and beneficial part of your administrative machinery, operating seamlessly in the backdrop to harmonize and execute the fiscal tasks indispensable in preserving and enhancing the prosperity of your vision for countless generations to come.
Investment Consulting Services
In cooperation with your board, we shape and kick-start a wide-ranging investment strategy that synchronizes with your mission, long-term objectives, and cash flow demands to produce the income essential to underpin your activities, operations, and disbursements.
Outsourced Chief Investment Office
Establishing in-house expertise and infrastructure to meet your immediate operational demands and enduring financing can be multifaceted and challenging. Our O-CIO service presents a more budget-friendly and simplified solution to achieve this balance.
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.
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