About Blue Point

About Blue Point

Blue Point Investment Management, LLC (“Blue Point”) is a state-registered investment adviser based in Baltimore, Maryland. Blue Point started out as a family office in 2006, and has evolved into a Registered Investment Adviser.  Blue Point offers clients equity-oriented growth with a global perspective. The investment discipline is market-oriented and seeks Growth-At-a-Reasonable-Price (GARP). Blue Point has provided clients with value-added advisory services for over ten years.

Blue Point manages individual, IRA, trust and institutional accounts.  Blue Point’s portfolio approach leverages an international perspective and goes beyond the markets short-term orientation.  Blue Point actively seeks to minimize downside risk while seeking sustainable growth.  All accounts are custodied with an independent custodian to ensure complete transparency while maintaining all assets in the client’s name.

Blue Point Investment Management was named a 2015 FIVE STAR Wealth Manager. The Five Star program is the largest and most widely published financial services award program in North America. Nominations are made by peers and firms in the wealth management industry. In the Baltimore area there were 1,749 nominees.  418 were selected as 2015 FIVE STAR Wealth Managers which representing less than 7% of the advisers in the Baltimore area.

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Market Structure & Enhancing Returns

Oct. 8, 2015 | Presentation to CFA Society Virginia at Richmond's Center Stage

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Blue Point Investment Management

600 Baltimore Avenue, Suite 304, Towson, MD 21204

Phone (443) 600-8050 | Email

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