A complete list of active advisors currently associated with Sapphire Blue Investment Partners
Warmer can help you find a great advisor at Sapphire Blue Investment Partners or one who fits your needs even better.
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.
To learn more about the advisors currently working at Sapphire Blue Investment Partners, 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 |
|---|---|---|
Fenton, MI
| 25
| |
Fenton, MI
| 0
| |
Fenton, MI
| 0
|
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