Birch Run Investments offers investment management through separately managed accounts, tailoring strategies to each client's objectives, such as total return or tax-exempt income. Birch Run primarily invests in fixed income securities, including corporate bonds and government securities. Balanced portfolios include domestic equities, exchange-traded funds, and mutual funds. Birch Run's investment strategies are primarily long-term focused.
Fee Structure
Birch Run Investments charges a percentage of your portfolio value each quarter for investment management. The specific percentage depends on the investment strategy and the amount you invest. Fees are negotiable for amounts over $50,000,000. There is a $5,000 minimum annual fee for all strategies.
Here are some example rates:
- Core Fixed Income: Up to $25M: 0.35%
- Intermediate Fixed Income: Up to $25M: 0.30%
- Short Term Fixed Income Plus: Up to $25M: 0.50%
- Balanced: Up to $25M: 0.40%