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 provides discretionary and non-discretionary portfolio management for individuals, IRAs, trusts, endowments and corporate/business clients, applying an equity-oriented model portfolio across separately managed accounts and offering passive strategies on a selective basis; the firm does not provide standalone financial planning. It also will manage separate fixed-income portfolios when account size permits sufficient diversification and uses independent custodians to hold client assets. The firm follows a Growth-At-a-Reasonable-Price (GARP) investment approach with a global perspective, combining fundamental, technical and cyclical analysis to seek capital appreciation while actively managing downside risk and using cash as a defensive asset. Portfolios are run with a long-term, tax-efficient, low-turnover orientation, use the S&P 500 total return as a benchmark, and apply explicit diversification and position-size limits within a core/satellite framework. Noteworthy features relative to peers include a quarterly client newsletter ("Way Points") and a publicly available independent seven‑year performance examination of its model portfolio, reflecting an uncommon level of published performance reporting for a solo independent adviser. The portfolio manager invests alongside clients and has sustained involvement in industry and academic education programs, and the firm’s acceptance of corporate/business clients and engagement in educational outreach are less common among similarly sized independent firms.

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.