BLUE POINT INVESTMENT MANAGEMENT

Overview

Blue Point Investment Management is a privately held LLC that provides fee-based portfolio management to individuals, families and some institutional clients. The firm charges a percentage of assets under management and lists portfolio management for individuals and small businesses among its primary advisory activities. It also produces periodicals or newsletters and offers educational seminars and workshops. Blue Point is not an active ESG investor, does not act as a capital allocator to external managers, and is not described as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives