Blue Chip Macro is a Registered Investment Financial Advisor offering money management, financial planning and business consulting. Let us protect and grow your wealth with our investment and risk algorithms. Blue Chip Macro is an independent fee only Registered Investment Financial Advisor that and is based in Santa Monica, California.
We are registered in California and Texas and primarily serve the Los Angeles area. Being a Registered Investment Advisor (RIA) we are legally required to uphold a Fiduciary Standard of Care, which means we must always act in good faith and in the best interests of the client.
We are registered in California and Texas and primarily serve the Los Angeles area. Being a Registered Investment Advisor (RIA) we are legally required to uphold a Fiduciary Standard of Care, which means we must always act in good faith and in the best interests of the client.
Services
Blue Chip Macro has partnered with handpicked qualified and credentialed professionals helping you achieve your financial goals and monitoring your investments. We have we have had a long-standing relaitionship with all of these individuals, however none of them are employed by Blue Chip Macro. Blue Chip Macro is a Registerd Investment Advisor based in Santa Monica, California and primarily serves the greater Los Angeles area.
Everyone has a unique financial situation. At Blue Chip Macro, we build an investment portfolio and give financial recommendations and build a financial plan that is right just for you and only you! We do not have a generic basket of products and attempt to fit you into one of them, we do not receive commissions on recommended products, we are not pressured to offer products from our firm.
Blue Chip Macro works for you and only for you as we are a fee only financial planner. Our 100% transparent fee based financial planning, money management and financial services compensation structure ensures our mutual goals are 100% aligned. In addition, we create a custom financial plan just for you using our patent pending investing and risk algorithms.
Blue Chip Macro works for you as we are a fee based financial advisor. We are not affiliated with any broker-dealer, and we do not accept any commissions, 12b-1 fees, referral fees or "kickbacks" of any kind. At Blue Chip Macro, we don't believe in a one-size-fits all model, and therefore, each client get a unique portfolio and a unique set of services depending on your situation.
At Blue Chip Macro, partnership is the foundation of our business, and over the decades this commitment has driven a proven record of success. We value talented people with integrity, leadership, a commitment to excellence and a passion to grow their business. In return, we are proud to provide a positive and success oriented environment as well as a competitive compensation and benefits package.
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