BLUEVINE ADVICE

Overview

Bluevine Advice is a small, independent RIA serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is owned by an individual and charges clients either a percentage of assets under management or fixed fees. Its stated preference is equity-focused investing, and it is not an active ESG investor. Bluevine Advice does not operate as a multi-state adviser and does not function as a capital allocator. Investment activity centers on direct equity exposure and liquid pooled products. The adviser appears to run centralized, discretionary portfolios for a compact client base and supplements core equity allocations with mutual funds and third-party real estate allocations for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices