Jay Blue Capital

Jay Blue Capital is a small, state-registered investment manager that provides discretionary and non-discretionary portfolio management and ongoing investment advice to business entities and individuals, and is organized and operated by a single principal. The firm reports approximately $2.5 million in assets under management and is compensated through asset-based advisory fees.

The firm constructs portfolios using Modern Portfolio Theory and the Capital Asset Pricing Model, applying both fundamental and technical analysis and offering four strategy profiles from capital preservation to aggressive growth. The aggressive strategy may employ options (covered calls, spreads, straddles and long calls/puts) as hedging or leverage tools and is offered only to clients deemed suitable based on a documented suitability process.

Notable departures from many peers include the firm’s recent formation and small scale (one advisory professional), its management of proprietary accounts alongside client accounts with policies to address allocation conflicts, and a practice of executing trades on an account-by-account basis rather than aggregating trades across clients. The principal’s long background in education and service on a private school retirement committee and student investment club is a distinguishing feature of the firm’s leadership and experience.