Our Goals are Simple
Using a bond fund or self-managing a portfolio?
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.
Please Read Our DISCLOSURES
Glenn Ryhanych of BlueList Partners, LLC is affiliated with Spire Investment Partners, LLC.
All Rights Reserved. Copyright © 2015 – BlueList Partners, LLC.
Spire Investment Partners is the parent company of Spire Wealth Management, LLC an SEC RIA.
For more information please visit www.spireip.com.