Building a portfolio is complex.

That’s why our transparent, customized
approach is increasingly important

As a fee-only, independently-owned firm, we don’t sell investment products, annuities or insurance; we exist solely to give our best advice as how to build a portfolio to meet stated goals and objectives. Your success is the only measurement that matters to us. In fact, our firm is legally bound to serve you in a fiduciary capacity, which means that we put your interests ahead of our own.

Individuals & Families

What's most important to you? To your family? What are your dreams? What are your goals? These are questions that are are at the forefront of our discussions with clients. Our team of advisors works to get to know you, your goals, and your risk tolerance, to develop a personalized portfolio designed to meet your objectives.

Once your unique plan has been designed, our team of investment experts will work with you to recommend investment options that are created to help you achieve your aspirations and navigate fluctuating market conditions.

The CI BRR Difference

Individual discussions, coupled with our risk tolerance assessment tools, allow us to build an asset allocation strategy that is as distinct as you are.

Foundations & Endowments

Where will your strategic plan take you over the next five years? 10 years? Mission-driven organizations have unique objectives and needs. Our team of advisors works to get to know you and see the big financial picture.

The collective experience of our Investment Committee, led by Chief Investment Officer Dan Roe, gives us the expertise to help you develop a customized Investment Policy Statement and institutional spending policy, as well as an individualized, prudently diversified portfolio designed to meet "total return" objectives.

The CI BRR Difference

Our team of experts collaborates with your leadership board and finance/investment committee to understand your strategic plan, financial obligations, cash flow needs and capital contributions, to create a customized approach for the management of your organization’s portfolio.

Socially Responsible Investing

More and more investors are seeking to integrate environmental, governance and socially responsible investments into their portfolios. Our team of advisors will work with you to develop a diversified portfolio that not only matches your needs, but your values as well.

The BRR Difference

With your values in mind, we’ll work to build a portfolio that can withstand fluctuating market conditions while reflecting your core values. Imagine the positive impact if your investment strategies were aligned with your principles.

Fee-Only Structure

Because we are a fee-only firm that does not sell any financial products, the guidance you receive is transparent and objective. You receive pure, experienced guidance as to how to build and manage your portfolio.

The BRR Difference

Our only obligation is to you, the client. Our fee-only approach allows us to provide objective advice with your best interest in mind.

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