BIRCH RUN INVESTMENTS, LLC

Overview

Birch Run Investments, LLC is a privately held wealth advisory firm that focuses on discretionary portfolio management for both individual/family clients and institutional or business accounts. The firm’s investment posture tilts toward fixed-income strategies, with a clear emphasis on investment-grade corporate bonds as the core SMA exposure. Birch Run operates under a fee model that combines a percentage-of-assets-under-management charge with the option for performance-based fees, indicating an active, outcomes-driven approach to client mandates. The adviser is not positioned as an ESG specialist and does not describe itself as a multi-state or pension consultant. Its client base and fee structure suggest priorities on capital preservation and income production for high-net-worth individuals and institutions, while also incorporating performance-oriented elements where appropriate.

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Location & Offices