Sapphire Blue Investment Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$187,291,913
Clients
376
Advisors
2
of 5 employees
About
Sapphire Blue Investment Partners, Inc. provides discretionary and non‑discretionary comprehensive portfolio management, retirement plan consulting (including plan‑level advice and participant education), and selection of third‑party money managers for individuals, high‑net‑worth clients, employee benefit plans, and business entities. The firm reports approximately $199.97 million in discretionary assets under management and serves 376 clients.
SBIP customizes investment strategies and continuously monitors and rebalances portfolios, advising across ETFs, mutual funds, stocks, bonds, unit investment trusts and, where appropriate, digital assets. Its stated methods of analysis include charting and technical analysis, fundamental and cyclical analysis, and it may employ both long‑ and short‑term trading strategies and, occasionally, leverage, options or short sales as suitability dictates.
The firm’s structure is notable: it operates under a physician‑oriented dba and maintains affiliated businesses (aviation, saddlebred/equestrian services, and recruiting), and its advisory personnel are also registered representatives of a broker‑dealer and licensed insurance agents — arrangements the brochure discloses can give rise to commission, shared‑fee, and referral conflicts of interest. SBIP’s single‑advisor model with a high client count (376 clients per advisor) and its explicit willingness to advise on digital assets are atypical features compared with many peers and are disclosed in the firm’s brochure.
Client services
Occupation focus
Fee options
Retirement plan consulting fees typically range from $250 to $5,000, negotiated case-by-case
Up to 2.5% annually, negotiable based on portfolio complexity
Commissions earned by registered representatives for securities sales and insurance commissions; separate from advisory fees
Main office
12272 N. Fenton Road, Suite 7
Fenton MI 48430
Advisors at this office
3
Most active in
Arizona · Florida · Illinois · Kentucky · Michigan · North Carolina · South Carolina · Texas
Also doing business as
Hensler & Associates Wealth Management LLC · Liberator Wealth Management, LLC · Physicians Wealth Management Services, Ltd · Sapphire Blue Investment Partners · Sapphire Blue Investment Partners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Angela T
Series 65
Fenton, MI
Sapphire Blue Investment Partners
Angela Thompson is a financial advisor with Sapphire Blue Investment Partners holding a Series 65 designation. She has been with Sapphire Blue since 2012 and previously worked at Hensler & Associates Wealth Management LLC. Sapphire Blue Investment Partners provides comprehensive portfolio management, retirement plan consulting, and third-party money manager selection for individuals, high-net-worth clients, employee benefit plans, and business entities. The firm manages approximately $200 million in discretionary assets, serves 376 clients, and employs a variety of investment strategies including both fundamental and technical analysis, with the capacity to advise on digital assets.
Daniel D
Series 63, Series 66
Fenton, MI
Sapphire Blue Investment Partners
Daniel Draper is a financial advisor with Sapphire Blue Investment Partners, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Steward Partners Investment Advisory, Purshe Kaplan Sterling Investments, and Summit Financial Group. Outside of his advisory work, he serves as a trustee for an educational trust and manages a family LLC holding vacant land. Sapphire Blue Investment Partners provides comprehensive portfolio management, retirement plan consulting, and third-party money manager selection for individuals, high-net-worth clients, employee benefit plans, and business entities. The firm employs both discretionary and non-discretionary approaches, utilizing a range of investment strategies including technical, fundamental, and cyclical analysis, and advises on digital assets as appropriate.
Angela T
Series 65
Fenton, MI
Sapphire Blue Investment Partners
Angela Thompson is a financial advisor at Sapphire Blue Investment Partners with a Series 65 designation and 14 years of industry experience. She previously worked at Hensler & Associates Wealth Management LLC. Sapphire Blue Investment Partners provides comprehensive portfolio management, retirement plan consulting, and selection of third-party money managers for individuals, high-net-worth clients, employee benefit plans, and business entities. The firm manages approximately $199.97 million in discretionary assets and serves 376 clients, employing a variety of investment strategies including technical and fundamental analysis, and offering advice on digital assets.
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