Why BluePointe

BluePointe utilizes a fully open architecture platform which allows us to serve clients objectively and with the utmost integrity. Our fee-only structure ensures that our investment decisions are in the best interest of our clients, with their financial success as our only goal.

What distinguishes BluePointe from other advisory firms:

> Communication

Our thorough approach to wealth management, where we take the time to fully understand a client's needs every step of the way, in order to ensure they are on the correct path to financial success. Clients benefit from 24/7 access to view their assets via our Client Portal, and they can also view their brokerage accounts via links to our custodians' websites.


Our clients are sophisticated investors who require a depth of knowledge and insight into traditional asset classes, as well as alternative investments and concentrated-equity position strategies. We have the demonstrated experience needed to develop innovative solutions required to meet our clients' complex financial needs.


Through BluePointe's relationships with leading asset managers, hedge funds, fund-of-funds and private equity firms, we are in many cases able to provide access to these investments at lower minimums, either through direct investment or via one of our separate BluePointe investment vehicles.