Our Investment Style
As an independent manager of managers, we have the freedom to seek the best investment opportunities across the globe.
Sophisticated Strategy & Access
BBR Partners has the relationships, scale and experience to tap into the expertise of a wide array of manager talent. We do not receive any compensation from investment managers or third-party providers, allowing us to objectively select the most appropriate managers for our clients' portfolios.
Exhaustive Research for Insightful Conclusions
We seek input from multiple resources and actively pursue investment options, conducting approximately 2,000 discussions with managers across a variety of asset classes and strategies every year.
Key Components of BBR’s Investment Services:
- Customized asset allocation design based on our proprietary methodology
- Global access to talented managers
- Intensive due diligence and manager monitoring
- Utilization of diverse strategies including passive, active and illiquid investments
- Proactive focus on after-tax results
- Negotiation of discounted manager fees
- Incorporation and monitoring of legacy managers, liquid and illiquid investments
- Management of single stock and concentrated positions
- Socially responsible and values based investing options
Integrated approach for multigenerational wealth