Bluegrass is a privately owned firm that provides a broad range of financial and investment services to families, individuals, corporations and institutions. With a rich history in different sectors of the financial space, the people of Bluegrass bring a diversified background in wealth advisory services and asset management.
Services
We believe that trusted partnerships are the foundation to providing financial assurance to the individuals and families we serve. Every individual and family is unique. Bluegrass seeks to understand and clearly define each individual's or family's mission, vision, values and goals. Achieving such clarity allows us to build a multigenerational plan that provides unique, objective strategies centered on specific planning and investment needs.
We believe that trusted partnerships are the foundation to providing financial assurance to the individuals and families we serve. Estate planning is a delicate, yet very complex and important subject. Without advance planning, many survivors have no say about who gets what.
Bluegrass' experienced estate planners will help you navigate the process of developing and implementing a master plan that facilitates the distribution of your property to those of your choosing according to your goals and objectives.
Bluegrass' experienced estate planners will help you navigate the process of developing and implementing a master plan that facilitates the distribution of your property to those of your choosing according to your goals and objectives.
We believe that trusted partnerships are the foundation to providing financial assurance to the individuals and families we serve. One very important financial planning element that is so often overlooked - your non-financial goals. A key part of Bluegrass' planning process is helping you identify your long-term financial AND non-financial goals.
We believe that trusted partnerships are the foundation to providing financial assurance to the individuals and families we serve. Selecting the best life insurance policy for you and your family may not be as simple as buying ten times your annual earnings. There are whole life and term policies, graded and indexed and universal and the list goes on.
CREATED AND MANAGED THROUGH A DISCIPLINED SYSTEMATIC PROCESS, TRENDBRIDGE INVESTMENT STRATEGIES ARE ACTIVELY MANAGED, WIDELY DIVERSIFIED PORTFOLIOS DESIGNED TO ACCOMMODATE A broad SPAN OF INVESTMENT NEEDS. The strategy invests in low duration fixed income investments such as Government and Corporate credit instruments.
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