1Bluestone works exclusively with entrepreneurs. Why? Because we understand and appreciate the unique challenges and circumstances that entrepreneurs face, including greater variety and complexity of assets and liabilities. Bluestone’s expertise is derived from years of experience dealing with these issues and with their impact on personal planning and asset management. Learn more.
2Our business model reflects our commitment to minimizing conflicts of interest. The only compensation Bluestone receives comes directly from our entrepreneurial clients, no other source. We do not receive commissions, referral fees or asset under management fees. Our advisory services are charged on a fixed fee arrangement and are not calculated based upon a percentage of a client’s assets under management. Learn more.
3Our services assist entrepreneurs in developing and achieving strategic objectives related to their personal and business interests. Integration, perspective and risk management are critical components of the Bluestone System and are woven into the planning process. Learn more.
4Our Investment Philosophy, designed specifically for entrepreneurs, provides a framework for more effective investment decision-making and action. The Philosophy encompasses four major objectives: Reserves, Market Growth, Personal and Aspirational. Every asset should have an investment objective. By assigning objectives to assets, we create an “investment view” for each client’s net worth, thereby providing a unique perspective. Learn more.