Blue Slate Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management to individuals, high net worth individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment management, retirement-account advice, and financial planning and consulting. Portfolios are built with an emphasis on low-cost, diversified mutual funds and ETFs and may include individual stocks, bonds, REITs, or alternative investments when appropriate to a client’s objectives.
Blue Slate’s investment process is primarily fundamental and long-term focused, using internal due diligence and continuous monitoring with formal reviews at least annually and the ability for clients to impose reasonable investment restrictions. The firm may engage third‑party sub‑advisors for portions of client portfolios and uses artificial intelligence tools to support research, portfolio analysis, and risk monitoring, with all recommendations subject to human review.
Distinctive features include a small, solo‑advisor model managing roughly $14.3 million for 23 clients, led by a principal who holds the CFA charter and a multidisciplinary academic background alongside prior CIO and portfolio management experience. The principal also operates a real‑estate investment business (allocating about 10% of time), the firm participates on the Schwab Advisor Services platform (receiving institutional services and tools), and recently disclosed use of sub‑advisors and a decision to no longer vote client proxies.
Client services
Expertise
Fee options
$0 - $500,000: 0.95% $500,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250 per hour with a minimum engagement of 2.5 hours
Account minimum: $250,000
Main office
Shelburne VT
Advisors at this office
1
Most active in
Texas · Vermont
Also doing business as
Blue Slate Investment Management · Blue Slate Investment Management, LLC · Blue Slate Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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