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Better Investment Experience

BlueSky InvestingSM

Our proprietary wealth management process takes into consideration all aspects of your financial life.

We believe in a disciplined approach to investment management. We maximize diversification and minimize unnecessary risk and expense. Your trusted team of advisors will consistently review your goals, financial needs and portfolio to ensure that your financial plan is always on the right path.

BlueSky's Investment Philosophy

Rather than trying to analyze and select individual securities for inclusion in client portfolios, we spend the majority of our time analyzing and studying the optimal allocation of a client’s investment portfolio among the various asset classes.

The Value of BlueSky Investing


In developing a strategy for a client’s portfolio, we use an evidence-based philosophy centralized around a client’s risk tolerance, emotional propensity, and defined values.

Evaluate

After we learn what matters most to you in life and your financial priorities, we take into account your willingness and ability to assume risk, and your needed and desired returns. We will analyze all of your investment accounts, taking each into consideration when designing your holistic plan.

Implement

Based on the parameters we identified in the Evaluate stage, we will match one of our BlueSky Portfolio models developed with Nobel Prize-winning academic research and an evidence-based philosophy. We then take the extra step of customizing your model in order to meet your specific circumstances and recommend an investment allocation for your assets.

Track

Your BlueSky advisory team along with our professional investment team will continuously monitor your portfolio's performance while proactively looking for opportunities for tax-efficient strategies, all while making sure that you are on track to reach your goals.

Preserve

We believe in using investments that are designed to support an evidence-based philosophy. We do not believe in the Wall Street mentality of actively managed, high fee mutual funds. Instead, we use low-cost mutual funds and Exchange Traded Funds (ETFs) saving you money and preserving your wealth.

One Decision. Set For Life.

Our Values are at the Core of Everything We Do

Though our industry and society as a whole may change, these cornerstones remain as a guide to remember what we stand for and how we can successfully accomplish our mission.

Respect

Within our team and beyond, we honor everyone we impact and act in their best interest.

Knowledge

We share our financial expertise not only as thought leaders in our industry, but as a resource for our clients.

Integrity

Doing the right thing in thought, word, and deed every time, without hesitation.

Service

We exist to serve our clients, striving to exceed their expectations in every interaction.