A complete list of active advisors currently associated with Blue Slate Investment Management
Warmer can help you find a great advisor at Blue Slate Investment Management or one who fits your needs even better.
Blue Slate Investment Management is an independent, single‑advisor registered investment adviser serving individuals, high‑net‑worth clients, trusts, estates and charitable organizations; it manages roughly $14.3 million across a limited client base (23 clients). The firm provides discretionary and non‑discretionary investment management, retirement account advice, and financial planning and consulting as part of its wealth management services. The firm emphasizes fundamental analysis to construct predominantly long‑term, diversified portfolios using low‑cost mutual funds and ETFs, while retaining the ability to include individual stocks, bonds, REITs and other instruments for client‑specific tax or legacy reasons. Blue Slate may delegate portions of portfolio management to third‑party sub‑advisors and uses artificial intelligence tools as decision‑support for research, portfolio analysis and risk monitoring, with human review required for recommendations and trade execution. Distinctive features disclosed in the brochure include the firm’s explicit use of AI for investment support and its willingness to engage sub‑advisors for some strategies, the principal’s ongoing real estate investment activity and nonprofit board service, and a stated policy of not voting client proxies. The firm also discloses an institutional relationship with its recommended custodian that provides technology and other non‑transactional benefits to the adviser, and notes that custodial or share‑class constraints can sometimes result in clients holding higher‑expense mutual fund share classes.
To learn more about the advisors currently working at Blue Slate 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.
Name |
Location |
Years of experience |
|---|---|---|
Shelburne, VT
| 3
|
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