Wealth Management for
Individuals, Businesses, and Philanthropic Organizations.
Data-Driven Innovation. Growth Focused Wealth Management.
How we Invest
Explore Bull Run Investment Management
Discover Diverse Financial Strategies. Uncover Custom Solutions for Every Investment Scenario.
Wealth Management
Investment Management
Financial Planning
Tax Planning and Preparation
Insurance Planning and Risk Mitigation
Estate and Gift Planning
Trust Services
Marital Financial Planning
Cross Border Advisory
Business Owner Financial Planning
Practice Owner Financial Planning
Executive Financial Counseling as a Corporate Benefit
Beneficiary Financial Counseling
Defined Contribution Services
Defined Benefit Plan Solutions
Non-qualified Plan Management
Collective Pooled Employer Plan
Financial Administration
Investment Consulting Services
Outsourced Chief Investment Office
Innovate, Disrupt, Outperform. We're Different.
Bull Run Investment Management's approach combines innovation and comprehensive wealth management solutions, offering services tailored to the unique financial needs of individuals, businesses, and philanthropic organizations. Our mission is to deliver portfolios that align with client goals while maintaining a focus on outperforming benchmarks like the S&P 500.
Our expertise lies in identifying and investing in groundbreaking technologies and innovative businesses. Specializing in sectors such as Artificial Intelligence, Cloud Database Storage, and SaaS, Bull Run targets substantial revenue growth and profitability. Additionally, our financial planning services—including tax, insurance, estate, and trust services—are customized to provide effective and personalized solutions for diverse client needs.
Our Proprietary Management
Explore our distinct investment strategy, designed to navigate market fluctuations and seize unique opportunities with a focus on outperforming benchmarks like the S&P 500. 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 deliver superior results.
Equity Innovation SMA
Equity Growth SMA
Equity Core SMA
Equity Low Volatility SMA
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%, 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.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.