A BOUTIQUE INVESTMENT FIRM FOCUSED ON INDividUALIZED SOLUTIONS
We aim to meet our clients’ goals with high probability and low risk
Philosophy
BlueLine Advisors is defined by our personalized approach. Our long-standing and close-knit client relationships, many of which span multiple generations, directly translate into the firm’s clear, individual, well-crafted solutions.
Investments
Our investment strategies focus on return consistency and capital preservation. We believe this is best accomplished by an emphasis on minimizing portfolio loss. Modeled after prominent university endowments, our core globally diversified strategies are designed to achieve our clients’ long-term goals. We also employ a variety of niche active strategies to complement core investment portfolios.
Advisory
We provide clients individualized guidance on an array of financial issues. Our goal is to provide our investors with smart, integrated, actionable solutions. It is common for us to work with clients on estate planning, tax strategies, and forecasting retirement income. We maintain a broad network of specialized professionals to help yield thoughtful and actionable plans.