Our Goals are Simple

  1. Produce superior long-term and risk-adjusted investment results.
  2. Keep fees and expenses low.
  3. Make our clients happy they met us.

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” – Aristotle

Using a bond fund or self-managing a portfolio?

BlueList Clients

We manage portfolios for and provide services to:

Individual investors that pay income taxes and require current income as well as investors requiring some portfolio allocation to an asset class providing relatively low volatility and principal preservation. Direct relationships with clients and as a separate manager within a wealth management team are common. We strive to meet the needs of this client type primarily through a diversified allocation to tax-exempt municipal bonds. Based on a client’s particular tax rate, preferred stocks along with US Government, corporate, and taxable municipal bonds may be included in the portfolio.

Individual retirement accounts (IRAs), company pension plans and other tax-exempt entities seeking more predictable returns with greater downside protection. For this account type a diversified selection of taxable bonds or bond-funds are used.