Portfolio Administration & Reporting
Portfolio Administration & Reporting

Clarity, Transparency & Simplicity

Our Infrastructure

Through technology and teamwork, we collaborate to ensure clear and seamless communication in all aspects of our customized portfolio management.

Simplifying Complexity

BBR’s Client Administration Team takes the administrative burden off of our clients to simplify their lives. We manage portfolio details, execution and streamline information.

Comprehensive Reporting

Our reporting system incorporates both privately and publicly held assets across multiple custodians, allowing clients to see their entire wealth picture. In addition to our monthly statements and customized portfolio reviews, we offer a secure client website with consolidated, easy-to-understand reports, updated daily.


Safeguarding client information is our top priority. We have designed thorough internal processes and utilize robust cyber security solutions.

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