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Erik G
CFA®
Shelburne, VT
Blue Slate Investment Management
Erik Giard Chase is a CFA® charterholder with three years of industry experience, currently serving as the sole advisor at Blue Slate Investment Management. His prior experience includes roles at Westview Investment Advisors and Champlain Investment Partners, along with academic positions at the University of Chicago and University of Vermont. Outside of his advisory work, he operates a real estate investment and management company, allocating approximately 10% of his time to this activity. Blue Slate Investment Management provides wealth management services to individuals, high net worth clients, trusts, estates, and charitable organizations, focusing on long-term, fundamental investment strategies. The firm emphasizes low-cost, diversified portfolios utilizing mutual funds, ETFs, and other asset classes, supported by internal due diligence, AI tools, and the use of third-party sub-advisors.
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