• About BTR

    BTR is an independent, employee-owned investment advisory firm that has diligently served our clients for nearly 25 years.

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  • Investment outlook

    BTR portfolio managers conduct ongoing research attempting to identify developing trends and investment themes in global markets before they are fully reflected in security prices. Read our latest thinking here.

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  • Meet the team

    Our portfolio managers each have, on average, more than 20 years of investing experience. Meet your investment management team here.

    The Team