Each strategy targets a specific return profile by investing in companies at a different stage of the growth curve — from aggressive innovation to steady, defensive equity. Your portfolio blends these strategies based on your risk tolerance, creating a personalized allocation that adapts as your life evolves.
Our philosophy is rooted in fundamental analysis, revenue growth, and long-term compounding. We don't chase momentum, trade on headlines, or time the market. We identify exceptional businesses and own them through full market cycles.
An equal-weight blend of all four BRIM strategies (25% Innovation, 25% Growth, 25% Core, 25% Low Volatility) compared against the S&P 500 — using actual gross-of-fees daily returns since all four strategies went live.
| Year | Blend | Innovation | Growth | Core | Low Vol | S&P 500 | Alpha |
|---|---|---|---|---|---|---|---|
| 2022* | -24.5% | -42.5% | -20.9% | -19.6% | -5.5% | -11.5% | -12.9% |
| 2023 | +51.5% | +98.4% | +36.3% | +45.1% | +22.1% | +26.3% | +25.2% |
| 2024 | +35.3% | +39.3% | +42.3% | +38.1% | +16.2% | +25.0% | +10.3% |
| 2025 | +19.2% | +35.2% | +10.6% | +16.2% | +8.2% | +17.9% | +1.3% |
*2022 partial year: April 14 – December 31. All returns gross of fees. Past performance is not indicative of future results.
After completing our risk tolerance assessment, you're assigned one of five profiles. Each maps to a specific blend of our four SMA strategies — balancing growth potential with downside protection.
A Separately Managed Account means you own the individual stocks — not shares of a fund that owns stocks. This distinction unlocks tax-loss harvesting, asset location optimization, and complete transparency that pooled vehicles simply can't deliver.
When individual positions decline, we sell at a loss to offset realized gains elsewhere in your portfolio — reducing your tax bill while maintaining market exposure through replacement securities.
Where you hold an investment matters as much as what you hold. We place high-growth, high-turnover strategies in tax-advantaged accounts and tax-efficient positions in taxable accounts.
Most advisors outsource your money to third-party fund managers, wrap it in a model portfolio, and call it investment management. You end up owning layers of funds, paying layers of fees, and holding positions you can't see, can't control, and can't tax-manage.
Every account, every holding, and your full performance history — updated daily in your BRIM-branded Black Diamond portal. The same institutional-grade platform used by firms managing billions. Track performance vs benchmarks, view unrealized and realized gains, access tax documents, and connect with your advisory team — all in one place.
Schedule a complimentary consultation to discuss your portfolio, explore our four proprietary strategies, and see how in-house management with direct equity ownership can deliver better performance, lower costs, and full tax integration.
No obligations, no pressure — just a straightforward conversation about your goals and how our strategies can help you get there.