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.
Investment Management strategies
for people like you
Individuals and Families
Foundations and Endowments
Socially Responsible Investing
Fee-Only Structure
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.