Bluemound Asset Management, LLC

Overview

Bluemound Asset Management, LLC is a small, independent registered investment adviser serving individuals, families and some institutional clients. The firm runs a primarily equity-focused investment program: exchange-traded equities make up the largest share of its managed assets and the firm lists a stated preference for equities. Services extend beyond portfolio management to include financial planning, pension consulting and the publication of periodicals or newsletters, indicating a mix of advisory deliverables and client education. Bluemound operates predominantly on a discretionary basis — the bulk of client assets are managed under discretionary authority — and charges a mix of percentage-of-AUM, hourly and fixed fees. The firm does not identify as an active ESG investor and is not operating as a multi-state adviser according to the available profile.

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Location & Offices