March 2025
We’re excited to share a special conversation featuring our Co-Founders, Brett Barth and Evan Roth, with Ted Seides of the Capital Allocators podcast.
In this discussion, Brett and Evan reflect on BBR’s 25-year journey—exploring our core philosophy, values, and key experiences that shape the firm. They discuss the transition from a startup to a lasting business, our approach to service and investing, and the strategic decisions that drive long-term success and work to create peace of mind for clients.
Click Here for Link to Full Podcast: https://www.capitalallocators.com/podcast/stewarding-family-wealth-at-bbr/
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We believe the information contained in this presentation to be reliable; however, we do not warrant its accuracy or completeness. Certain estimates, investment strategies, and views expressed are based on past or current market conditions and on information provided by third parties, which has not been independently verified and is subject to change without notice. Due to various factors, including changes in market conditions or applicable laws, the information presented may no longer reflect current opinions or positions.
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