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FAMILY WEALTH Intelligently Managed | BBR Partners

FAMILY WEALTH Intelligently Managed. BBR Partners preserves and grows wealth by developing integrated investment solutions for a select group of individuals and families. Strategic Allocations, Opportunistic Investments. As an independent manager of managers, we have the objectivity, the resources and the experience to evaluate and access the most compelling investment minds from around the world. Educated Decisions, Dedicated Service. UJA honors Barth with Alan C. Greenberg Award. December 9, 2014.

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FAMILY WEALTH Intelligently Managed | BBR Partners | hogue.cmintsite.com Reviews

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FAMILY WEALTH Intelligently Managed. BBR Partners preserves and grows wealth by developing integrated investment solutions for a select group of individuals and families. Strategic Allocations, Opportunistic Investments. As an independent manager of managers, we have the objectivity, the resources and the experience to evaluate and access the most compelling investment minds from around the world. Educated Decisions, Dedicated Service. UJA honors Barth with Alan C. Greenberg Award. December 9, 2014.

<META> KEYWORDS

1 meticulous design

2 efficient execution

3 bloomberg

4 by amanda gordon

5 cnbc

6 by lawrence delevigne

7 by gregory zuckerman

8 by alex coppola

9 welcome

10 about our firm

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meticulous design,efficient execution,bloomberg,by amanda gordon,cnbc,by lawrence delevigne,by gregory zuckerman,by alex coppola,welcome,about our firm,our people,family wealth management,investment solutions,portfolio administration,news,client login

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FAMILY WEALTH Intelligently Managed | BBR Partners | hogue.cmintsite.com Reviews

https://hogue.cmintsite.com

FAMILY WEALTH Intelligently Managed. BBR Partners preserves and grows wealth by developing integrated investment solutions for a select group of individuals and families. Strategic Allocations, Opportunistic Investments. As an independent manager of managers, we have the objectivity, the resources and the experience to evaluate and access the most compelling investment minds from around the world. Educated Decisions, Dedicated Service. UJA honors Barth with Alan C. Greenberg Award. December 9, 2014.

INTERNAL PAGES

hogue.cmintsite.com

1

Partners | BBR Partners

http://hogue.cmintsite.com/our-people/partners

Accomplished and committed leaders. With decades of experience, global reach and diverse financial backgrounds, our leadership team offers deep perspective supported by proven track records. Michael W. Anson. Partner, Head of Client Administration and Compliance, Chief Compliance Officer. Sean R. Apgar. Partner, Director of Portfolio and Wealth Advisory. Brett H. Barth. Managing Partner, Director of Investment Research. Arthur E. Black. Michael S. Goldberg. Stephanie J. Gromek. Steven R. Katz.

2

Our Approach | BBR Partners

http://hogue.cmintsite.com/portfolio-administration/our-approach

A dedicated team built on security, compliance and service. Through technology and teamwork, we collaborate to ensure clear and accurate. BBR’s robust client administration team takes the administrative burden off of our clients to simplify their lives. We assist clients in cash movements and paperwork execution, and manage their individual portfolio positions, reconciling prices daily. We also increase efficiency by providing tax reporting directly to our clients’ advisors. Our recordkeeping and reporti...

3

Working with Families | BBR Partners

http://hogue.cmintsite.com/family-weath-management/working-with-families

A multidisciplined approach for multigenerational wealth. We foster an environment where families thrive through our sensitivity to each family’s dynamics, tailored service and collaborative counsel. Simple Questions, Complex Implications. How was money handled in your family when you were growing up? Was there enough money, a lot or too little? Do you consider yourself a gambler? What’s your greatest accomplishment? How did you achieve it? How are you raising your children to understand money?

4

News | BBR Partners

http://hogue.cmintsite.com/news

Review the latest coverage about our company and our people. Marc Koslowsky served on a Wells Fargo Prime Services Investor Symposium panel. June 10, 2015. Press and Speaking Engagements. BBR donates to Doctors Without Borders. December 15, 2014. UJA honors Barth with Alan C. Greenberg Award. December 9, 2014. Brett Barth honored with UJA Federation Award. December 9, 2014. BBR proudly supports Movember. December 1, 2014. BBR delivers Thanksgiving meals to those in need. November 25, 2014. August 6, 2014.

5

Important Disclosure | BBR Partners

http://hogue.cmintsite.com/important-disclosure

Each client and prospective client agrees, as a condition precedent to his/her/its access to BBR's web site, to release and hold harmless BBR, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from BBR. 2 Grand Central Tower, 140 East 45th Street, 26th Floor, New York, NY 10017. 2015 BBR PARTNERS LLC Important Disclosure.

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FAMILY WEALTH Intelligently Managed. BBR Partners preserves and grows wealth by developing integrated investment solutions for a select group of individuals and families. Strategic Allocations, Opportunistic Investments. As an independent manager of managers, we have the objectivity, the resources and the experience to evaluate and access the most compelling investment minds from around the world. Educated Decisions, Dedicated Service. UJA honors Barth with Alan C. Greenberg Award. December 9, 2014.

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