Sharing our Perspective

Ranked in “Barron’s Top 40 Wealth Management Companies”- September 2018

Ranked #8 of “Barron’s Top 30 RIA Firms” – September 2018

Brett Barth presents at Chief Executives Organization Visionary Investing Forum

Speaking Topic: Family Wealth: The Value of Family Governance The definition of family wealth extends beyond the monetary assets a family has generated. Understanding the components of family wealth and…

Brett Barth mentioned in WSJ Article – Firms Reassess Involvement in Gun Industry in Wake of Florida Shooting

BBR Partners Announces New Partner, Marc Koslowsky

We are thrilled to announce that Marc Koslowsky has been named Partner at BBR. Since joining BBR in 2014, Marc has distinguished himself as a leader in our investment…

BBR Donates to Americares

This holiday season, as we celebrate with family and friends, we want to honor our clients by helping those affected by the recent hurricanes throughout the US. BBR is proud…

Ranked #8 of “Barron’s Top 30 RIA Firms” – September 2017

Brett Barth mentioned in WSJ Article – Loophole Closed: Hedge-Fund Managers Prepare Huge Tax Checks

Ranked top 15 in Financial Advisor’s “2017 RIA Ranking”

Brett Barth moderates a panel at Morgan Stanley 2017 Investment Leadership Conference