Blue Chip Partners, LLC, located in Farmington Hills, Michigan, stands as a privately-owned Registered Investment Advisory (RIA) firm dedicated to providing comprehensive financial planning and investment management services. We focus on serving high net worth individuals and families, aiming to enhance their lives through strategic wealth management and fostering a rewarding work environment for our employees. Our team of seasoned financial advisors is equipped with the expertise and extensive knowledge necessary to craft personalized financial plans tailored to meet your unique financial goals and aspirations.
At Blue Chip Partners, our commitment to excellence is reflected in the qualifications of our professionals. Our team includes multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® charterholders, Certified Public Accountants, Chartered Market Technician® designees, and licensed attorneys in Michigan. This diverse expertise allows us to offer a holistic approach to financial planning, addressing all facets of our clients’ financial lives.
Our equity investment management philosophy centers on investing in individual, high-caliber “blue chip” businesses. We specifically target dividend growers and industry leaders within their respective sectors. This approach to owning individual equities can offer cost advantages compared to typical advisory relationships and allows our team greater flexibility in managing portfolios for tax efficiency. While we strategically incorporate third-party asset managers for international stock and bond allocations, we prioritize low-cost options that emphasize strategic diversification to optimize portfolio performance and mitigate risk. Our investment process is underpinned by a centralized, in-house investment department and committee, ensuring a consistent and well-informed approach to supporting our financial advisors and ultimately, our clients.
Blue Chip Partners’ advisors have cultivated specialized expertise in addressing the unique financial needs of corporate executives managing concentrated stock positions, professionals in various fields, and individuals approaching retirement. We understand the complexities and nuances associated with these specific financial situations and are dedicated to providing tailored solutions.
For further information and to explore how Blue Chip Partners can assist you in achieving your financial objectives, please visit our website at www.bluechippartners.com. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer.
Link to important disclosure information: https://www.bluechippartners.com/disclosures/
