Our Philosophy

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.

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Types of Accounts

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.

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Investment Strategy

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.

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  • Asset Returns

    Click here to see Asset Returns by industry for 2016 and previous years

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    Asset Returns
  • 2014 Quarter 3 Newsletter

    Click here to read our 2014 3rd Quarter Newsletter

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    2014 Quarter 3 Newsletter
  • 2014 Quarter 4 Newsletter

    Click here to read our 2014 4th Quarter Newsletter

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    2014 Quarter 4 Newsletter
  • 2015 Quarter 1 Newsletter

    Click here to read our 2015 1st Quarter Newsletter

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    2015 Quarter 1 Newsletter
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