A complete list of active advisors currently associated with BlueSky Investment Advisers, LLC

Warmer can help you find a great advisor at BlueSky Investment Advisers, LLC or one who fits your needs even better.

BlueSkye Investment Advisers, LLC is a small-supported advisory boutique with three advisors managing client assets and providing portfolio management to individuals, institutions, and family offices. Services described in its brochure include tactical and strategic portfolio management, separately managed accounts, third‑party manager selection, held‑away account oversight, family office management, and issuer advisory work for Regulation D offerings. The firm’s stated investment approach centers on Post‑Modern Portfolio Theory and tactically managed asset allocation, using proprietary rule‑based algorithms and a mix of fundamental and technical analysis to allocate among ETFs, equities, and fixed income. BlueSkye emphasizes downside protection through algorithmic signals and tactical shifts rather than a pure buy‑and‑hold strategy, and it disallows newer or thinly traded and leveraged/inverse ETFs in client accounts. What distinguishes BlueSkye from many peers is the material portion of assets it reports as “held‑away” and managed on a non‑discretionary basis—its brochure states roughly $13.5 million held away versus $38.2 million managed discretionarily as of March 2023—alongside issuer advisory services priced separately and a family office offering that can be billed on large fixed or hourly fees. The adviser also notes it develops and runs its own ETF‑based algorithmic models, and is wholly owned by an unregistered holding company, which are structural features a prospective client may want to consider.

To learn more about the advisors currently working at BlueSky Investment Advisers, LLC, 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.