A complete list of active advisors currently associated with Bluering Advisors, Inc
Warmer can help you find a great advisor at Bluering Advisors, Inc or one who fits your needs even better.
BlueRing Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The two-advisor firm manages roughly $14.9 million across 31 discretionary accounts. The firm creates individualized Investor Profile Statements using a Risk Assessment Worksheet and generally acts with discretionary authority to implement portfolios. Its investment process is dynamic and combines fundamental, technical, and cyclical analysis, using intermediate- to long-term strategies while retaining the ability to employ short sales, margin, covered-options writing and stop-loss rules when appropriate. BlueRing is unusual among similar supported firms in that its client base does not include high-net-worth individuals, focusing instead on non‑HNW individuals and small institutional accounts. Despite its small scale, the firm discloses the potential use of active trading tools, allows client-directed brokerage and block trading, and operates without wrap programs or performance-based fees.
To learn more about the advisors currently working at Bluering Advisors, Inc, 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 |
|---|---|---|
Lagrangeville, NY
| 38
| |
La Grangeville, NY
| 4
|
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