Blueline Advisors

BlueLine Advisors LLC is a New Hampshire-based financial advisory firm established in June 2012, specializing in fee-based investment advisory services. The firm's primary approach involves strategic and tactical asset allocation strategies using exchange-traded funds (ETFs) and mutual funds. BlueLine offers custom portfolio management on a discretionary basis tailored to client objectives, circumstances, and risk tolerance. The firm may also recommend various other asset types based on client needs. BlueLine acts as a fiduciary when providing investment advice for retirement accounts, ensuring the best interest of clients. Additionally, the firm provides wealth advisory services covering areas such as cash flow, estate planning, insurance, and tax planning. BlueLine manages approximately $211 million in assets as of December 31, 2024, with both discretionary and non-discretionary assets under management. The firm charges annual asset management fees of up to 1.50%, which are negotiable based on services provided. BlueLine may also offer sub-advisory services, pension consulting, and outsourced Chief Investment Officer services for additional fees. The firm does not charge performance-based fees and does not have minimum account size requirements. The firm's investment strategies include fundamental, technical, quantitative, and cyclical analysis techniques. BlueLine emphasizes risk management and provides detailed information on various risks associated with investing, such as asset class risk, concentration risk, and market risk. BlueLine does not provide custodial services and does not accept or maintain custody of client funds or securities. The firm exercises investment discretion over client accounts, making trades based on client objectives and agreed-upon guidelines. The firm's team includes Frank Sabin, CFA®, Eric Giacobba, and Leonard P. Turcotte, who bring diverse educational backgrounds and professional experiences to BlueLine Advisors LLC. The team is supervised by Frank Sabin, who ensures compliance with the firm's policies and Code of Ethics. Clients receive regular reports on their accounts, and the firm emphasizes transparency and client communication.