Blue Aris

Blue Aris provides financial planning, investment advisory, and wealth‑management related services to a small, selective client base that includes individual clients and business entities, and it also offers consulting for pension plans and institutional clients. The firm states it does not have discretionary control over client accounts and reports no assets under advisement, operating instead on an advisory and consulting basis.

The firm’s approach is multidisciplinary and education‑focused, emphasizing strategic asset allocation, periodic portfolio reviews, and use of mutual funds, ETFs, and other low‑cost vehicles while occasionally recommending illiquid direct participation investments for diversification. Blue Aris supplements advisory work with regular client education through newsletters and video blogs and conducts occasional seminars or workshops; its published content and educational offerings are integrated into its client service model, and the brochure also lists market‑timing and hourly enterprise consulting among its available services.

What is notable for a single‑advisor independent firm is the scope of services: Blue Aris provides portfolio management for pooled vehicles, offers services to other advisors, and engages in pension and institutional consulting — activities that are uncommon among peers of similar size. The firm also departs from the typical percentage‑of‑AUM billing model, using flat fees and hourly arrangements, maintains a fee‑only stance without selling products, and does not take custody of client assets.