About Birch Run Investments
Birch Run Investments is a 100% employee owned firm established in 2016 to provide investment management services to high-net worth and institutional investors.
Our boutique size allows for direct client access to portfolio management team and a more opportunistic approach to investing. Birch Run has considerable experience in working collaboratively with clients to meet specific investment needs by building customized portfolio strategies.
Client Service & Risk Management
- Birch Run Investments offers direct access to a portfolio manager at all times and regular updates to communicate investment strategy.
- We are independently verified and compliant with the Global Investment Performance Standards (GIPS).
- Quarterly statements customized to meet specific client preferences.
- We provide a minimum quarterly conference call and annual on site visit by Birch Run to update investment strategy and reaffirm portfolio objectives.
- Portfolio management systems are in place to monitor portfolio compliance with investment guidelines and provide performance attribution analysis.
We have best of breed partnerships in place to address all aspects of compliance, cyber security and back office administration:
Provides Birch Run outsourced compliance expertise to address all human resource and regulatory matters.
Locally based provider of RIA outsourced portfolio accounting services. Administers the daily processing and reconciliation of portfolio data via Advent Axys Accounting system.
CYGEM Financial Technology Solutions
Cloud hosting provider specializing in the needs of the RIA industry. Provides for cyber security, disaster recovery and email retention.