A complete list of active advisors currently associated with BlueView Investment LLC
Warmer can help you find a great advisor at BlueView Investment LLC or one who fits your needs even better.
BlueView Investment LLC provides advisory services to individuals, high‑net‑worth clients, pooled investment vehicles, charitable organizations, and business entities, delivering ongoing portfolio management and written Investment Policy Statements. Clients receive quarterly reporting from custodians and periodic reviews tied to their goals, risk tolerances and time horizons. The firm concentrates its advice on equities and uses fundamental analysis to support portfolio construction, employing long‑term and short‑term trading as well as short sales when appropriate. BlueView generally seeks discretionary trading authority to implement each client’s Investment Policy Statement and documents allocations and risk tolerances for ongoing monitoring. Distinctive features include an explicit focus on long/short equity strategies and the use of short sales — strategies the brochure highlights as carrying elevated and potentially unlimited downside risk. The firm also discloses arrangements to share certain research and data with third parties for their trading use and manages pooled investment vehicles and other non‑retail clients despite a limited client roster, while operating without a stated account minimum.
To learn more about the advisors currently working at BlueView Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Glenview, IL
| 8
|
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