Blue Point appreciates its responsibility of being placed in a position of trust. As an investment fiduciary, it is our responsibility to manage a prudent investment process with the clients’ issues and concerns always taking precedent. Blue Point utilizes independent custodians to provide transparent clearing and custody of your assets.

Blue Point can provide investment management and reporting for most account types, including but not limited to: individual and joint non-qualified accounts, IRAs, Roth IRAs, trusts, estates, endowments, foundations, defined benefit plans, and defined contribution plans.

Blue Point’s investment methodologies are best described as a combination of modern portfolio theory as well as intermediate term trend following of fixed income mutual funds which have certain credit risk characteristics.