Samantha Anderson

Functions as a College/University

BRR works with each client to establish an appropriate investment risk/return profile based on the client's unique investment objectives. Clients typically choose from among seven different portfolio strategies ranging from a balanced asset allocation to an aggressive growth allocation. Asset allocation strategies currently include the following asset classes: domestic equities, international equities, global fixed income, alternative investments, commodities, and real estate. The firm’s investment committee is responsible for setting strategy for all client portfolios.