Blue Investment Partners LLC
www.blueinvpartners.comBlue Investment Partners is an experienced team of investment professionals who provide institutional caliber portfolio construction and wealth management. We construct diversified portfolios that at their core are comprised of liquid Exchange Traded Funds (ETFs) and Mutual Funds. When suitable, we supplement these portfolios with managed equity and fixed income solutions, as well as Alternatives strategies. We partner with clients to optimize investment outcomes using portfolio solutions that are targeted, risk aware, cost efficient, and transparent. Ours is a boutique and intently focused approach with the singular goal of delivering near and long-term value to our clients. Our rigor and discipline in building solutions is designed to help clients invest with purpose and confidence.
Read moreBlue Investment Partners is an experienced team of investment professionals who provide institutional caliber portfolio construction and wealth management. We construct diversified portfolios that at their core are comprised of liquid Exchange Traded Funds (ETFs) and Mutual Funds. When suitable, we supplement these portfolios with managed equity and fixed income solutions, as well as Alternatives strategies. We partner with clients to optimize investment outcomes using portfolio solutions that are targeted, risk aware, cost efficient, and transparent. Ours is a boutique and intently focused approach with the singular goal of delivering near and long-term value to our clients. Our rigor and discipline in building solutions is designed to help clients invest with purpose and confidence.
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State
California
Industry
Employees
1-10
Founded
2018
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Managing Partner
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