Blue Point Investment Management, LLC, 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. The Blue Point Global GARP Strategies are based on a model portfolio which is applied across 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.
Blue Point uses a top down investment approach to construct a portfolio of typically 20-50 diversified securities. Given Blue Point’s long-term orientation, Blue Point goes beyond the next 90-days. The goal is to identify companies, sectors, and regions that have sustainable advantages that offer the potential for growth.
On an unpaid basis, Blue Point Investment Management was named a 2011 FIVE STAR Wealth Manager in the February issue of 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. Learn more.
