A complete list of active advisors currently associated with Blue Kayak Partners

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

Blue Kayak Partners provides investment supervisory (asset management) services and consulting to high‑net‑worth individuals, families, foundations, and institutional clients. The firm offers discretionary portfolio management, prepares written investment policy statements, and supplies model portfolios and non‑discretionary allocation research for institutions. The firm’s investment process combines quantitative models, third‑party research and informed judgment within an asset‑allocation framework informed by behavioral finance, with the stated goal of managing market risk and removing emotion from investment decisions rather than engaging in short‑term market timing. Portfolios primarily use mutual funds, exchange‑traded funds and individual equities, and may employ option strategies for hedging when appropriate. Distinctively for a small independent adviser, Blue Kayak explicitly lists foundations and charitable organizations among its clients and provides bespoke institutional consulting, a client mix that is less common among peers. The firm emphasizes an IPS‑driven, model‑based approach, notes the principal’s CFA and MBA credentials, and manages roughly $24.9 million across a limited number of client relationships.

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