Blue Sky Investment Partners, Inc.

Blue Sky Investment Partners serves individuals, families, trusts, estates, business entities and retirement plan sponsors. The firm offers discretionary portfolio management, comprehensive wealth management and financial planning, and provides retirement plan advisory services for 401(k) and defined‑benefit plans.

BSIP constructs diversified portfolios primarily using mutual funds and ETFs, establishing target allocations across domestic and international equities, fixed income, real assets and alternative/global allocation strategies, and monitoring accounts on a regular schedule with periodic rebalancing. The advisor generally manages assets on a discretionary basis, evaluates legacy mutual fund share classes for potential conversion, and uses custodial and reporting tools from third‑party providers to generate consolidated performance reporting.

Notably for a solo independent adviser, BSIP regularly works with plan sponsors and provides participant education and plan‑level services, including pooled plan management and employer education seminars. The firm also shares office space with an independent CPA (with mutual referral practices but no referral fees) and emphasizes use of no‑transaction‑fee fund lineups and ongoing review of fund selection and share‑class economics.