Blume Capital provides investment advisory and financial planning services to clients who value a disciplined, long-term approach to growing and protecting their assets. We deliver highly personalized financial counsel in a distinctly non-institutional setting. Our principals have decades of investment experience and our primary mission is to carefully steward our clients' assets.
Blume Capital's founder, Jim Blume, launched the firm in 1993 to provide unbiased financial guidance and investment advice to individuals and families. Over the years we've grown with our clients to serve their evolving needs but have always held fast to our core values and adhered to our value-focused investing discipline.
Blume Capital's founder, Jim Blume, launched the firm in 1993 to provide unbiased financial guidance and investment advice to individuals and families. Over the years we've grown with our clients to serve their evolving needs but have always held fast to our core values and adhered to our value-focused investing discipline.
Services
Blume Capital invests clients' assets with a disciplined, value-oriented investment approach to create and preserve wealth. We build diversified portfolios comprised of high quality securities trading at a discount to intrinsic value and seek to hold them over a multi-year horizon. Our consistent investment philosophy is built on a foundation of rigorous research.
At Blume Capital, we serve individuals, families, foundations, and retirement plans with over $1 million of investable assets. We also will work with younger clients who do not yet meet this threshold but are on a path to accumulating substantial assets. While our client base is diverse, Blume Capital attracts clients who value experience, professional competence, personal involvement, and independent, unbiased financial advice.
We have two locations; We are headquartered in North Berkeley Gourmet Ghetto neighborhood in a 19th century Victorian. You can enter through the gates on either side of 1708 Shattuck and find us in the back building through the garden. Our Orinda office is in the city center near the Orinda Theater.
Reviews
Be the first to review Blume Capital Management.
Write a Review
