As an independent, family-focused firm, BBR takes a sophisticated approach to investment management and turns complex financial situations into effective and efficient solutions. They offer many services to their clients including trust, estate, tax, insurance planning, and philanthropy.
They synthesize the opinions and observations of the 1,000 manager meetings conducted each year, allowing them a wide-breadth of ideas from the best investment minds. This allows for precise identification of macro trends to evaluate opportunities and meaningful action resulting in client portfolios.
BBR’s clients expect personalized service and have been satisfied with the commitment and long-lasting relationships that BBR has maintained throughout the years. To help foster this community of families, entrepreneurs, executives, and investment professionals, BBR hosts events where their clients can network.