“Prudent investment management is the backbone of any successful financial plan. Blue Chip’s in-house investment department applies a time-tested, quality-focused investment philosophy and abides by a disciplined investment process to construct allocations built for the long-term. Our dedicated investment team manages every facet of the process, and the use of individual stocks allows client portfolios to be nimbler, more efficient, and personalized.”
Daniel Dusina
Blue Chip Partners
Chief Investment Officer
CFA®
Portfolios managed by Blue Chip Partners focus on owning high-quality “blue chip” businesses with a history of growing dividends and sector leadership. Most investment advisors focus on diversifying portfolios based upon company size and country of origin. Our core philosophy consists of owning industry-leading, United States-based companies as the foundation of all client portfolios.
Our approach of owning individual stocks for the equity portion of your portfolio provides valuable benefits not available when using third-party asset managers. First, the internal cost of owning an individual stock is zero. Next, owning individual stocks, instead of third-party managed vehicles, creates additional opportunities to recognize tax losses and to run a more tax-efficient portfolio. Finally, when you know and understand the businesses that you own, we have seen increased comfort to take risk and staying invested when market volatility occurs. While we do use third-party asset managers for the bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification.
Portfolio management should not be an afterthought. The financial advisors at Blue Chip Partners are supported by our centralized, in-house investment department and committee. Our dedicated professionals make each buy and sell decision and are available to individually discuss why the rationale makes sense for your portfolio.
Blue Chip Partners places a high priority in understanding your full financial situation. We make investment decisions and tax recommendations that are focused on helping you make progress toward your wealth management goals.
We regularly monitor your investment portfolio and communicate our analysis in a timely manner. Since we are actively involved in the management of your portfolio, we are well positioned to act during positive and negative market conditions.
If you are an executive who receives equity compensation, we take this into account when constructing your portfolio. We also provide advice about when to sell or hold your company stock that considers technical analysis, the fundamental outlook, and applicable legal and regulatory requirements.
Our investment approach increases our accountability to you, and also helps to reduce investment-related fees. Our hands-on approach allows us to minimize reliance on outside account managers, mutual funds, and other vehicles that could add to your costs without necessarily adding value in return.
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Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
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