Search Bull Run

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, 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 Team

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

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.

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.