Blue Point was built with the straightforward but important value of aligning our interests with those of our clients.
- The portfolio manager's personal assets are invested in the same portfolio as our clients.
- Blue Point keeps a Growth-At-a-Reasonable-Price focus while helping help clients navigate their financial lives.
- No third-party products are sold.
- Clients pay only simple asset-based fee for investment management.
- Blue Point offers a partner in your financial life with the same interests and incentives as you.
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Market Structure & Enhancing Returns
Oct. 8, 2015 | Presentation to CFA Society Virginia at Richmond's Center Stage