BLUE SLATE INVESTMENT MANAGEMENT

Overview

Blue Slate Investment Management is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm provides fee-based financial planning and portfolio management across individual, small business, and institutional relationships. Its charging model combines a percentage-of-assets-under-management fee with the option for hourly engagements. Blue Slate does not market itself as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. The firm is not structured as a capital allocator; instead it manages client portfolios directly and uses third-party vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives