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Wealth Management for Individuals, Businesses, Philanthropic Organizations, and Financial Advisors.
High-Growth Investment Management and Financial Planning Solutions. Proprietary SMA strategies available nationwide through Charles Schwab.
Performance that compounds over time.
3-year cumulative
(Jan 2023–Dec 2025)
CAGR 55.25% over three full calendar years. Top 1.32% of 3,496 non-leveraged ETFs over the period. Full methodology & longer horizons →
We own businesses,
not tickers.
Every position starts as a business thesis — revenue trajectory, competitive moat, management quality, unit economics. We concentrate in 20–35 companies across our four strategies, sized by conviction, held for full market cycles.
Managed in-house
Four proprietary strategies, researched and managed directly. No third-party model portfolios, no fund-of-fund wrappers, no outsourced due diligence — one methodology, applied across every account.
Direct equity, your name
You own the individual stocks — not fund shares that own the stocks. Every position held directly in your Schwab account with full transparency, individual tax-lot control, and systematic loss harvesting.
Native on Schwab
All four SMAs available nationwide through Charles Schwab's institutional platform. $0 custody commissions, daily reporting via Black Diamond, one transparent advisory fee — no layered costs.
Four proprietary strategies.
One unified spectrum.
From aggressive innovation to defensive equity — blend them to match risk, tax location, and time horizon. CAGRs shown are Backtested + Live from Jan 2008.
Equity Innovation
20% target annualized return
25%+ revenue growth
20–25 holdings
Equity Growth
15% target annualized return
15–25% revenue growth
25–30 holdings
Equity Core
12% target annualized return
12–15% revenue growth
25–30 holdings
Equity Low Vol.
8% target annualized return
7–12% revenue growth
25–35 holdings
Equity Innovation SMA
Concentrated in 20–25 leading companies across AI, cloud, semiconductors, enterprise software, and cybersecurity. Benchmarked against the S&P 500, Nasdaq 100, and BVP Cloud Index.
For individuals,
families & businesses.
High-performance portfolios and coordinated planning strategies tailored to individual, business, and institutional needs — structured to compound wealth and outperform over time.
For financial
advisors.
Access all four proprietary SMA strategies through Charles Schwab's institutional platform. Clean infrastructure, full transparency, zero friction — your clients remain yours.
Tools we built,
platforms we integrate.
Our own simulators, backtesters, and live performance systems — running on top of the same institutional reporting and planning platforms used by firms managing billions.
Tools we built ourselves.
Every tool below pulls live data from our own performance database. No third-party license fees, no generic output — purpose-built for how we actually invest.
Strategy Backtester
Test any of our four SMAs against any benchmark — S&P 500, Nasdaq, custom portfolios — with actual daily returns back to 2008.
Wealth Forecaster
Project long-term growth across brokerage, IRA, Roth, and 401(k) with tax-aware modeling — shown as a range of 1,000 Monte Carlo paths, not a point estimate.
Live Performance Database
Our four SMA fact sheets aren't PDFs — they're live interactive pages. Daily returns, rolling risk metrics, gross/net toggle, always current.
Institutional platforms we integrate.
Best-in-class tools used by firms managing hundreds of billions — unified under a single BRIM client experience.
BRIM-Branded Client Portal
Every account, every position, full performance history — in a portal branded for your household.
- Aggregated view across every Schwab account
- Strategy-level performance attribution
- Real-time positions and daily P&L
- Tax lots, cost basis, and realized gains/losses
Financial Planning Platform
Monte Carlo retirement projections, Roth conversion ladders, and tax-bracket optimization — integrated with your actual BRIM positions.
- Retirement planning & goal tracking
- Roth conversion & tax-bracket modeling
- Social Security optimization
- Estate flow & insurance analysis
Schwab Institutional Custody
$0 custody commissions, SIPC insurance, institutional-grade infrastructure. All four SMAs available on Schwab SMA Marketplace.
- $0 commissions on equity trades
- SIPC protection up to $500K per account
- Advisor-shared custody for RIA partners
- Unified statements across all accounts
Market insights
from the desk.
Weekly analysis, portfolio perspectives, and tax strategy notes — written by the portfolio manager, not outsourced.
Institutional infrastructure.
Fiduciary discipline.
Registered Investment Adviser custodied at Charles Schwab. Reporting through Black Diamond. Planning through RightCapital. Performance methodology consistent with the principles of GIPS. CRD #306763.
Thirty minutes.
No obligation.
A straightforward conversation about your portfolio, your goals, and whether we're the right fit. No hard sell — just a discussion about how in-house management with direct equity ownership might fit your plan.
- Portfolio review of current holdings & risk exposure
- Walk-through of the four SMA strategies and blending logic
- Side-by-side performance comparison powered by YCharts
- Clear next steps — if it makes sense for you
Book directly on Chris's calendar. Virtual or in-person at McLean, VA.
Questions? Seeking Further Insight?
Connect with our team to discuss your goals. No obligations, no pressure — just a straightforward conversation about how we can help.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.