top of page
Image by Silas Baisch

THE BLU CLIENT EXPERIENCE

Small is Beautiful

Blu is an exclusive community of like-minded families and investors. We are selective in the clients we take on to ensure that everyone can maintain the same access to the principals of the business. Our clients are able to speak directly to the people that designed the investment strategies, share the same risks, and can guide them on any of their investment management needs.

Becoming a Client

We will facilitate and guide you seamlessly through the application process, ensuring a smooth and straightforward onboarding experience. Our initial fact-finding is combined with some basic information to setup your profile and give you access to the platform. Throughout your time with us, you will have instant access and complete control over your assets. We respond to any desired changes to the portfolio allocations in real time.

Reporting and Communication

Portfolio reporting is performed on a consolidated basis for all assets held with the investment platform and can be used for the appropriate tax reporting, as necessary. We also produce a quarterly report, outlining the investment performance, a quarterly webinar to review major market events, and weekly insights into the world of investing. 

bottom of page