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Blue Investment Partners

EST. AUM
$342,131,984

CONTACTS
2

CLIENT ACCOUNTS
162

Firm Details

Metro area San Francisco
CRD Number 298444
Website blueinvpartners.com
Client types

Overview

Blue Investment Partners is an experienced team of investment professionals who provide institutional caliber portfolio construction and wealth management. They construct diversified portfolios that at their core are comprised of liquid Exchange Traded Funds (ETFs) and Mutual Funds. When suitable, they supplement these portfolios with managed equity and fixed income solutions, as well as Alternatives strategies. They partner with clients to optimize investment outcomes using portfolio solutions that are targeted, risk aware, cost efficient, and transparent. Theirs is a boutique and intently focused approach with the singular goal of delivering near and long-term value to their clients. Their rigor and discipline in building solutions is designed to help clients invest with purpose and confidence.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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