Blue Investment Partners
Institutional-caliber portfolio construction and wealth management, utilizing diversified portfolios of liquid ETFs, mutual funds, and alternative strategies.
| Date | Investors | Amount | Round |
|---|---|---|---|
* | N/A | Acquisition | |
| Total Funding | 000k | ||
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Blue Investment Partners is an investment management firm that provides institutional-caliber portfolio construction and wealth management. The firm constructs diversified portfolios primarily composed of liquid Exchange Traded Funds (ETFs) and Mutual Funds. When suitable, these portfolios are supplemented with managed equity, fixed income solutions, and alternative strategies.
Recently, Blue Investment Partners was acquired by True North Advisors, a Texas-based registered investment adviser. This strategic transaction added Blue Investment Partners' $353 million in assets under management to True North's portfolio and expanded their presence to the West Coast.
The firm partners with clients to optimize investment outcomes through portfolio solutions that are targeted, risk-aware, cost-efficient, and transparent. Their approach is boutique and intently focused, with the singular goal of delivering both near and long-term value to their clients. This disciplined approach to building solutions is designed to help clients invest with purpose and confidence.
Keywords: wealth management, portfolio construction, investment management, ETFs, mutual funds, fixed income, alternative strategies, asset management, financial services, investment advisory