Performance
The following is Blue Point’s annual return for the past six years versus the total return of the S&P 500 after advisory fees. Blue Point has designed a model portfolio and applies this model to separately managed accounts. The inception date for Blue Point is 12/31/06 and the reported performance numbers are as of 12/31/12.
Disclosures
Performance of the separate accounts can differ substantially from the actual performance of the Blue Point model portfolio, due to timing of entry, whether account is taxable or non-taxable, and the timing of withdrawals. Past performance does not guarantee future results. The management fee schedule is as follows: 1.2% on first $1 million, 1.0% on the next $3 million, 0.85% on next $5 million. Accounts under $0.5 million are 1.5% annually. Depending on circumstance, institutional fee schedules may be negotiated. Blue Point Investment Management, LLC, is a Maryland registered investment advisor, founded in 2006. A copy of the ADV Part II is available upon request. To receive a copy of the firm’s Form ADV Part II, contact us at 443-600-8050. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security by Blue Point Investment Management, LLC.
Custodial Services
National Financial Services, wholly owned by Fidelity Investments, is the primary custodian. Fidelity is one of the world’s largest and most respected custodians. Muriel Siebert & Co., a conservatively managed discount broker, acts as the primary executing broker dealer.
FIVE STAR Wealth Manager
On an unpaid basis, Blue Point Investment Management was named a 2011 FIVE STAR Wealth Manager in Baltimore Magazine. An independent survey asked over 99,000 households and over 7,200 financial professionals in the Baltimore area to rank wealth managers based on overall satisfaction. Blue Point qualified in the top 5% of 8,200 wealth managers in the Baltimore area.
