BBRS Wealth
Advisors, LLC.

BBRS Wealth Advisors, LLC. is proud to associate with Top Tier Managers, LLC. They are an investment manager research firm specializing in identifying the most skillful money managers available.
	The investment related services being offered through this alliance are:
Portfolio Evaluation: We analyze a client’s current portfolio and allocation as well as each individual manager or fund within this portfolio. An institutional quality report is then generated that illustrates how the client’s “total portfolio” has performed and also how the underlying managers work together to preserve capital and increase returns. Each manager is also individually evaluated versus a relevant benchmark and “peer group.” Any poor performing manager is brought to light and options for replacement are then introduced. Individual investment manager search, research, evaluation, and due diligence: This service can be performed for clients on either their current managers or on managers that they may have heard about and are interested in getting a neutral 3rd party analysis & opinion about. We have invested in the most sophisticated “high end” analytical software tools and extensive databases available in the investment industry. We perform exhaustive manager searches through these databases which include: Over 6200 Separately managed account money managers Over 7000 Hedge funds Over 10,000 mutual funds (It is important to know that Top Tier Managers does not manage any money themselves. This allows them to remain totally unbiased in their recommendations. They do not have any “in-house” investment options to cloud their judgment. They are a “manager of managers.” From the massive databases that they have invested in, and the other investments that they have researched through the years, they focus on identifying the most skillful managers of all - with no constraints.) Introduction of other investment managers & strategies: As we evaluate a client’s current portfolio and also get to know our client we are then able to introduce what we feel are the most suitable investment managers for them to consider hiring. The more we get to know a clients investment goals and objectives the better we are able to match skillful managers to them. Ongoing performance reporting and manager due diligence: As part of our ongoing service to our clients we create a quarterly custom institutional quality performance report for each client (also available as a stand alone service for a 0.15% fee). This report includes performance of our client’s total portfolio, each underlying manager within their portfolio, relevant news and analysis of the current investment markets, and also any investment ideas that we feel are worth considering for the client’s portfolio. This report is either delivered and presented in person in a face-to-face quarterly meeting or mailed and discussed over the telephone or web meeting. Also, on an ongoing basis, each individual manager that a client is invested in is routinely researched, visited, and evaluated. Any material developments or concerns are communicated to our client as soon as they are made known. Most of the managers that we have introduced are happy to talk to clients during this quarterly performance review session - either in person or on a conference call.