A complete list of active advisors currently associated with BlueLine Advisors

Warmer can help you find a great advisor at BlueLine Advisors or one who fits your needs even better.

BlueLine Advisors serves individual clients (including high-net-worth and non‑HNW individuals) as well as institutional entities such as pension and profit‑sharing plans, trusts, estates, and corporations. The firm provides fee‑based investment advisory and portfolio management alongside wealth advisory services, pension consulting, and project‑based financial research. The firm’s investment approach centers on strategic and tactical asset allocation using exchange‑traded funds and mutual funds, with discretionary, custom management tailored to each client’s objectives and risk tolerance. BlueLine also employs fundamental, technical, quantitative, and cyclical analysis and may implement a broad set of strategies — including options, short sales, margin, and investments in private funds or third‑party managers — depending on client needs. Compared with many peers, BlueLine regularly acts as a sub‑advisor and provides outsourced Chief Investment Officer and consulting services to other advisers and third‑party programs, an arrangement that is relatively uncommon among supported firms. The firm also reports a substantial portion of assets managed on a non‑discretionary basis and offers fixed‑fee special projects (e.g., divorce consulting, one‑off financial plans), indicating a mix of institutional and bespoke service arrangements beyond typical retail portfolio management.

To learn more about the advisors currently working at BlueLine Advisors, 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.