Experience

Blue Chip Partners

• United States
• Investment Management
• 1 - 100 Employee

• Senior Financial Advisor

  • Sep 2017 - Present

  Blue Chip Partners, Inc. (Blue Chip or BCP) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. BCP provides personalized wealth management and asset management services. BCP serves as a fiduciary to over 700 client relationships and has over $1 Billion in assets under management. We strive to help you get the most life out of your wealth. As fiduciaries, our financial advisors have the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has six CERTIFIED FINANCIAL PLANNER™ professionals, four Chartered Financial Analyst® designations, three Certified Public Accountants, two Chartered Market Technician® designations and two licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. In addition, when clients understand the businesses that they own, we have seen increased comfort to take risk and to stay invested when market volatility occurs. While we do use third-party asset managers for the bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors. Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer.



ATS Advisors, A CPA Firm

• Managing Director

  • Dec 2015 - Sep 2017