Blue Fin Capital, Inc.

Blue Fin Capital, Inc. is a registered investment adviser founded in 1996 and based in Rhode Island. The firm offers discretionary portfolio management services tailored to meet clients' investment objectives and risk tolerance. Blue Fin provides financial planning services on a complimentary basis. The firm primarily advises on equity and fixed income securities, Exchange Traded Funds, and offers IRA rollover recommendations. Blue Fin charges fees based on a tiered method, with a negotiable advisory fee schedule. The firm manages over $365 million in client assets on a discretionary basis. Blue Fin acts as a fiduciary, obligated to act in clients' best interests. The firm exercises investment discretion, requiring clients to grant discretionary authority to manage their accounts. Blue Fin engages in block trading and exercises proxy voting authority for client securities. The firm does not compensate third parties for client referrals and has no financial industry affiliations. Blue Fin does not have custody of client funds and securities, which are held with independent custodians. The firm has no disciplinary events and maintains a Code of Ethics. Blue Fin provides insights into its investment strategies, risk factors, and tax considerations. The firm conducts annual reviews of client accounts and offers trustee services. Blue Fin discloses its brokerage practices, including the use of Fidelity, Charles Schwab, and other broker-dealers. The firm addresses trade errors and class action lawsuits on behalf of clients. Blue Fin provides comprehensive financial information and additional details on its operations and policies.