A complete list of active advisors currently associated with Bledsoe Asset Management, LLC

Warmer can help you find a great advisor at Bledsoe Asset Management, LLC or one who fits your needs even better.

Bledsoe Asset Management focuses on serving members of the public safety community, their family and friends, and also works with both high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm provides asset management, financial planning, retirement and education planning, financial benefit analysis, and consulting, and manages roughly $188.9 million for about 341 clients through a five-advisor team. The firm implements four strategic model portfolios (Conservative, Balanced, Moderate Growth, and Growth) as starting points, then customizes allocations and rebalances at BAM’s discretion while using scenario analysis, fundamental analysis, and modern portfolio theory to test downside exposure. BAM may employ both long-term holdings and more active trading when appropriate and explicitly uses options and related derivative strategies (including option writing) within managed accounts, with documented risk considerations. What distinguishes BAM from many peers is its stated specialization in helping public safety employees understand and optimize their retirement benefits and related financial decisions, and its use of derivatives in separately managed accounts — an approach that is relatively uncommon among similar team firms. The firm also operates through a Schwab Institutional custodial relationship for many municipal-type accounts, a setup the brochure notes can limit execution flexibility and affect transaction handling for those clients.

To learn more about the advisors currently working at Bledsoe Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.