Birch Run Investments
Specializing in Fixed Income Investment Strategies tailored to unique client objectives including liquidity, risk tolerance and socially responsible investment goals.
Assets Under Management of over $250m as of September 2023
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Fixed Income Management for Institutional and High Net Worth Investors
Core Fixed Income
A value-oriented and opportunistic strategy that invests across the entire yield curve in a diverse mix of investment-grade fixed income securities.
Intermediate Fixed Income
A value-oriented and opportunistic strategy that invests in a diverse mix of investment-grade fixed income securities with maturities of less than ten years.
Tax Exempt Total Return
Actively managed strategy that seeks to enhance tax free income with price appreciation by investing opportunistically across the entire yield curve.
Short Term Fixed Income
Conservative strategy for investors with a short term investment horizon with an emphasis on a high level of current income and reduced interest rate risk.
Short Term Fixed Income Plus
An opportunistic corporate bond strategy that invests along the front end of the yield curve with a focus on price appreciation and current income. Tactical allocations to high yield bonds and Government securities are eligible components of this strategy as a means to further enhance portfolio results.
Enhanced Cash
An ultra-short strategy that focuses on maximizing current income while protecting principal with an emphasis on liquidity and limited interest rate risk. Eligible investments include investment grade corporate bonds and U.S. Government securities with maturities of 18 months or less.
Expertise
We have the experience and resources to manage accounts of all types including Taft-Hartley, Non-Profit, Corporate, Foundation or High Net Worth portfolios.
Transparency
We are committed to working collaboratively with our clients to meet their unique objectives and provide ongoing communication to reaffirm the appropriate investment strategy.