A complete list of active advisors currently associated with Blue Point Investment Management

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

Blue Point Investment Management is a state-registered investment adviser that evolved from a family office and provides discretionary and non‑discretionary portfolio management to individuals, IRAs, trusts, endowments and corporate or business clients. The firm applies a model equity‑oriented separately managed account across client accounts and also offers passive discretionary strategies or advisory services for low‑cost equity and fixed‑income securities when requested. The adviser follows a Growth‑At‑a‑Reasonable‑Price (GARP) framework with a global perspective, seeking capital appreciation while emphasizing downside mitigation, tax‑aware, low‑turnover management and the use of cash as a defensive asset class. Portfolios are constructed with sector and position limits, a core multi‑year holding objective for most assets and the ability to allocate up to 25% of assets to short‑term tactical trades or exchange‑traded products when appropriate. Noteworthy aspects include a quarterly "Way Points" newsletter and an independent seven‑year performance examination of the firm’s model portfolio that the firm makes available, reflecting a level of performance reporting that is uncommon among similar solo independent advisers. The principal’s history of teaching and longstanding involvement in professional educational programs, along with the explicit inclusion of corporate clients and endowments, further distinguish the firm from many peers.

To learn more about the advisors currently working at Blue Point Investment Management, 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.