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.
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.
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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