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Wealth Management for
Individuals, Businesses, and Philanthropic Organizations.

Data-Driven Innovation. Growth Focused Wealth Management.

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How we Invest

Explore Bull Run Investment Management

Discover Diverse Financial Strategies. Uncover Custom Solutions for Every Investment Scenario.

Innovate, Disrupt, Prosper. We're Different.

Bull Run Investment Management's approach is characterized by its focus on innovation and comprehensive wealth management solutions, offering a wide range of services tailored to meet the unique financial needs and goals of different clients, including individuals, businesses, and philanthropic organizations.

Our firm's expertise in identifying and investing in groundbreaking technologies and innovative businesses set it apart. Specializing in sectors like Artificial Intelligence, Cloud Database Storage, and SaaS, Bull Run aims for substantial revenue growth and profitability. Furthermore, our financial planning services, including tax, insurance, estate, and cross-border advisory, are customized to address the truly unique needs of our clients, ensuring personalized and effective wealth management.

Our Team

Our Proprietary Management

Explore our distinct investment strategy, adept at navigating market fluctuations and seizing unique opportunities. Our range of portfolios, each structured as separately managed accounts (SMAs), addresses varied investor requirements with a unique philosophy. This approach allows us to manage each client’s investments individually, rather than pooling resources, enabling personalized strategies that align with diverse market trends and investor goals.

Equity Innovation SMA

Dive into the future with our Equity Innovation SMA, where we invest in businesses leading the charge in sectors such as Artificial Intelligence, Cloud Database Storage, and Fintech. These companies stand on the brink of sectoral evolution with a promising trajectory of over 25% in revenue growth.

Equity Growth SMA

Our Equity Growth SMA strategically places you in the ranks of Large Cap industry pioneers, showcasing not only robust market caps but also remarkable growth and profitability. We pinpoint sectors like Semiconductors and Software Infrastructure that are essential to economic progress, aiming for a revenue growth sweet spot between 15-25%.

Equity Core SMA

The Core Equity SMA is your gateway to investing in industry titans who not only shape but also command their market sectors. With a focus on areas such as Consumer Electronics and Healthcare, we target companies that are industry benchmarks, striving for a consistent revenue growth target of 12-15%, which is a testament to enduring market influence.

Equity Low Volatility SMA

Solidify your investments with our Equity Low Volatility SMA, which concentrates on industries known for their resilience and steady performance, such as Consumer Goods and Healthcare. The fund is dedicated to firms that offer both a foundation to daily life and a potential for stable revenue growth of 7-12%, ensuring a balanced portfolio with minimized risk.

BRIM Innovation SMA Produces 98.4% Return in 2023.

BRIM 2023 Year-End Review highlights our Equity Innovation SMA's 98.4% return - underscoring a year marked by foresight and exceptional market acumen. Christopher Passarelli, CEO and CIO, reflects on 2023, providing insights and a comprehensive retrospective analysis of BRIM's remarkable achievements.

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.