Delivering Investment Results through Process
For nearly 25 years, we’ve developed sound investment strategies for a small, successful group of people who demand customized fee-only money management solutions (no commissions), attention to detail and impeccable service.
We cater primarily to women and couples nationwide who don’t have the time, talent or temperament to manage their own investment portfolios and wish to delegate the responsibility to us.
Time-Tested Principles
On your behalf, we employ a disciplined investment strategy that focuses on your goals and objectives. This philosophy is based upon 5 time-tested principles:
- Asset Allocation
- Portfolio Structure
- Tax Management
- Multiple Specialist Money Managers
- Continuous Portfolio Management
Utilizing low-cost index funds, enhanced indexed funds and ETFs, these principles all work together to deliver a cost-effective, goals-based investment program that offers personalization, diversification, coordination, accountability and ongoing management.
Our Belief
BLRS believes that the application of this investment philosophy will add value by enhancing returns and reducing risk, thereby increasing the likelihood you will achieve your financial and retirement goals.
Transparency & Low Fees
We will manage your investment portfolio on a fee-only basis for a small annual percentage of between 0.50% and 1.00% per year. The fee is negotiable and based upon various factors including the size of your investment portfolio, the number of accounts you have, and the complexity of your financial situation.
Portfolio management fees are deducted every quarter with a calculation showing how we arrived at your fee per account. This information will appear on the last page of your quarterly statements.
We Are Currently Accepting New Clients
