Blue Investment Partners LLC

Blue Investment Partners LLC is a registered investment adviser founded in July 2018 and owned by Matthew B. Dublin, CFA, and Brett Hoover. The firm specializes in providing portfolio management and financial guidance services to high net worth individuals, foundations, endowments, trusts, estates, and corporations. Blue operates on a fee-only basis, offering customized investment portfolios emphasizing cost control and risk-return management. The firm acts as a fiduciary, managing client portfolios with attention to costs and expenses, primarily using ETFs and mutual funds. Blue employs fundamental analysis, long-term investment philosophy, and prudent diversification to manage risk. The firm offers financial planning services and may recommend third-party advisers for specialized strategies. Blue manages $342,131,984 in regulatory assets under management as of December 31, 2024, on a discretionary basis. Investment management services are compensated through an asset-based fee of up to 1.50%, billed quarterly. Blue does not accept performance-based fees and generally targets clients with investable assets of at least $2 million. The firm operates with full investment discretion and does not participate in wrap fee programs. Clients' accounts are reviewed periodically, and Blue communicates with clients at least quarterly to align portfolios with their objectives. Blue recommends Charles Schwab & Co., Inc. as the custodial broker-dealer for client accounts, considering factors such as trade execution, asset custody, and competitiveness of rates. Blue maintains limited custody over client funds or securities, ensuring compliance with applicable custody rules. Clients are encouraged to proactively communicate changes in their financial situation, and account statements are sent directly by the custodial broker-dealer. Blue accepts discretionary authority to manage client securities accounts based on mutual written agreements, allowing clients to place reasonable limitations on this authority. The firm does not have authority to vote client securities, and clients receive proxies or solicitations directly from the custodial broker-dealer. Blue does not require prepayment of fees exceeding $1,200 per client six months in advance and has a sound financial condition to meet contractual commitments.