The BlueDoor investment team constructs fully personalized portfolios based on your short and long term goals, behavioral risk profile, and unique circumstances.
Our portfolios are guided by a deep understanding of you, your family, lifestyle, goals, and risk tolerance. We believe that effective investment management is a conversation rather than a meeting. As life changes and goals evolve, so should your portfolio. Thats why all of our portfolios are designed around you. We do not utilize generic portfolios based on algorithmic models or passively invest without adjusting for new developments. Our investment team is actively finding, analyzing, and monitoring client holdings and making tactical decisions with your goals in mind.
We utilize a wide range of investment vehicles for clients ranging from stocks, bonds, ETFs, mutual funds, REITs, commodities, and private equity funds. Our asset allocation strategy is centered on outcomes along your specific risk/reward profile. We tactically adjust exposure to certain asset classes as the market evolves.
Our core client portfolios are composed of individual equities specifically chosen for you. We choose companies based on a rigorous analytical framework and proactively monitor them for adjustments. By utilizing individual equities we can achieve exposure to specific companies we view as good deals, rather than achieving indirect exposure through ETFs and funds. We then pursue diversification by weighting these companies accordingly through statistical analysis.
Alternative investments are playing an increasingly popular role in client portfolios. With the vast majority of global and domestic companies remaining private, we see opportunity in this space while also gaining diversification from public markets.
