A complete list of active advisors currently associated with Blue Capital

Warmer can help you find a great advisor at Blue Capital or one who fits your needs even better.

Blue Capital provides investment advisory services to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, through discretionary and non‑discretionary managed accounts and financial planning. Like most team firms, it charges percentage‑of‑AUM advisory fees and delivers ongoing portfolio management for individual accounts. The firm tailors strategies to clients’ objectives and uses asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase approaches, weighing model outputs alongside professional judgment. It also offers access to structured products and buffer ETFs and, unlike most peers, may permit borrowing in separately managed accounts to implement certain client strategies. Distinctive operational features include principals who are licensed insurance agents and may offer commissionable insurance products, a disclosed potential conflict of interest. The brochure also notes firm practices such as donating gains from trade errors to charity and detailed protocols around complex products and custodial arrangements.

To learn more about the advisors currently working at Blue Capital, 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.