Equity-oriented growth with a global perspective

Investment Strategy

Blue Point seeks equity-oriented growth at a reasonable price with a global perspective. "Growth At a Reasonable Price" (GARP) is a blend of active growth and value investing. For example, the Price to Earnings ratio (P/E) is a traditional valuation measure used for valuing equity securities.

Investment Process

Blue Point uses a top-down investment approach to construct a portfolio of diversified securities. Through a multilayer screening process, securities are identified which offer the potential for superior risk/reward outcomes. Blue Point goes beyond 90-days and takes a long-term orientation with a global perspective.

Portfolio Manager

Niall H. O'Malley is the founder and Managing Director of Blue Point Investment Management, LLC, which manages the Blue Point model portfolio on a separate account basis. Mr. O'Malley has an MBA from George Washington University in Finance and Investments with minors in Business Law.

Five Star Wealth Manager

Blue Point Investment Management was named a 2019 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 1,865 nominees. 234 were selected as 2019 FIVE STAR Wealth Managers which represents 13% of the advisers in the Baltimore area.

Get the Latest Email Updates

6115 Falls Road, Suite 101, Baltimore, MD 21209

Phone (443) 600-8050 | Email

Quck Links

About | Portfolio Manager | Way Points | Process | Strategy | Alignment | Schwab | Contact


Copyright © 2019 Blue Point Investment Management, LLC.

All rights reserved.

Privacy Policy | Disclosures