BBR Partners
Investment advisory and customized portfolio management for high-net-worth individuals and families, focusing on strategic asset allocation and manager due diligence.
BBR Partners is a registered investment advisor with the SEC, with offices in New York, San Francisco, and Chicago. The firm provides investment advisory services to high-net-worth individuals and families.
The core of their service is developing customized financial strategies and portfolio management. This includes strategic asset allocation, conducting due diligence on investment managers, and continuous monitoring of investments. They emphasize a collaborative approach, using technology to ensure clear and seamless communication with their clients.
BBR Partners also has a commitment to social impact through their IMPACT@BBR initiative, which supports various organizations with intellectual, human, and financial resources, fostering a culture of civic engagement and diversity within the firm.
Keywords: investment advisory, portfolio management, wealth advisory, asset allocation, due diligence, high-net-worth individuals, financial strategy, investment monitoring, family office, private wealth management