Blue Slate Investment Management

Overview

Blue Slate Investment Management is an independently owned RIA organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management across several client types, including individuals, small businesses, and institutional business clients. Its fees are charged as a percentage of assets under management and via hourly billing for certain engagements. Blue Slate does not position itself as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor. Custody is maintained through a national custodian (see Assets & Accounts).

Assets & Accounts

Public Holdings

Investments & Alternatives