Charities & Trusts

Advisory Services

At BRI, we understand that some clients prefer to remain in control of the day-to-day investment decisions concerning their portfolios, but choose to leave the time-consuming administration and paperwork to someone else.

That’s why, as an Advisory client, your BRI advisor will contact you regularly to discuss individual investment ideas, and possible changes to portfolio construction. We will make no changes to your portfolio without your express agreement. Should you have investment ideas of your own, we would be pleased to discuss them with you in advance of us making a transaction on your behalf.

The day-to-day administration of your portfolio would be taken care of by BRI, leaving you free to focus on what is important to you.