Importance of Managing Risk

BFR considers managing risk the most important component of our portfolio investment strategy.  Investment markets tend to form trend patterns. Successful long-term investing is enhanced when secular and cyclical trends are properly identified and monitored.  More >

Financial Strategy

Our investment philosophy is simple in concept and complex in execution. We believe our clients are best served by investing for prudent long-term growth while preserving assets through a highly disciplined approach to risk management. More >

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Do I Need an Investment Advisor?

InvestorForming a relationship with a financial advisor works best when trust, integrity and competence are all present and an interactive "give and take" bond is formed. More >

Our Value Proposition

We take our role as trusted advisor seriously. To behave responsibly in this role we must understand the place money occupies within the value system of our clients. Values are shaped by personal beliefs and experience, but they are among the intangibles that define us as individuals. More >