A complete list of active advisors currently associated with Blue Jasper Capital LLC
Warmer can help you find a great advisor at Blue Jasper Capital LLC or one who fits your needs even better.
Blue Jasper Capital LLC is a registered investment adviser with a five-person team that manages roughly $23.6 million for individuals, high‑net‑worth clients, trusts, estates, businesses, retirement plans and donor‑advised funds. The firm offers discretionary portfolio management, financial planning and consulting, and tactical portfolio services tailored to client goals. Blue Jasper typically constructs customized portfolios using low‑cost, diversified mutual funds and ETFs, while also employing individual stocks, bonds or cash positions when appropriate; it uses both fundamental and technical analysis and generally maintains a long‑term orientation while trading short‑term for rebalancing or tactical reasons. The firm provides ongoing monitoring and formal reviews at least annually and allows clients to place reasonable investment restrictions subject to acceptance. What distinguishes Blue Jasper from many peers is that it also serves as manager to an affiliated private pooled fund that typically invests in derivatives and is structured to include performance‑based allocations, creating side‑by‑side management considerations that the firm discloses and addresses through policies and investor disclosures. The Advisor further discloses its institutional relationship with its recommended custodian, which supplies platform software and related benefits to the firm and may influence custodial recommendations.
To learn more about the advisors currently working at Blue Jasper Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Clermont, FL
| 1
| |
Clermont, FL
| 1
| |
Clermont, FL
| 3
| |
Clermont, FL
| 0
| |
Clermont, FL
| 8
|
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