Blue Point Investment Management, LLC, (“Blue Point”) is a state-registered investment Advisor with its principal place of business located in Baltimore, Maryland. The firm also maintains an office in Towson, Maryland. Blue Point started out as a family office in 2006 and has evolved into a Registered Investment Advisor. 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). The Blue Point portfolio is based on a model portfolio applied to separately managed accounts.
Blue Point actively seeks to minimize downside risk while seeking sustainable growth. Client accounts are separately managed so each client account is a diversified portfolio of securities. The investment horizon is 3 to 5 years in the core portfolio. Blue Point manages individual, IRA, trust and institutional accounts.
On an unpaid basis, Blue Point Investment Management was named a 2011 FIVE STAR Wealth Manager in Baltimore Magazine. An independent survey asked consumers and professionals in the Baltimore area to rank wealth managers based on overall satisfaction. Blue Point Investment Management qualified in the top 5% of 8,200 wealth managers in the Baltimore area. The survey reached over 99,000 households and over 7,200 financial professionals.
