Blue Sky Investment Partners, Inc.

Blue Sky Investment Partners, Inc. is a registered investment adviser that provides portfolio management and financial planning to individuals, families, trusts, charitable organizations and business clients, and it also advises retirement plan sponsors including 401(k) and defined benefit plans. Services include ongoing managed accounts with periodic consolidated reporting, project-based financial planning engagements, and plan-level consulting.

The firm manages client assets on a discretionary basis and builds multi-asset portfolios principally using mutual funds and exchange-traded funds—often including no-transaction-fee fund lineups and institutional fund families—guided by target allocations, periodic rebalancing and third-party research. BSIP emphasizes diversification across domestic and international equities, fixed income, real estate and alternative exposures and generally limits recommendations to pooled vehicles rather than individual securities.

A noteworthy aspect of the practice is its retirement-plan advisory offering: BSIP performs plan-level fund selection and review, bills plan sponsors for pooled-vehicle management, and provides employee education seminars as an ancillary service, a focus that is uncommon among independent advisors in this category. Operationally, the firm manages roughly $118 million in discretionary assets across about 60 client relationships, routes custody and trading through a major custodian with integrated reporting tools, and maintains a shared office arrangement with a local CPA to whom it may refer clients.