As an independent, fee-only Registered Investment Advisor, we take an unbiased approach and are motivated to provide financial planning and investment management solely in the best interests of our clients. Independence allows us to deliver objective advice and comprehensive wealth management tailored to each client's needs.
While we adhere to our investment philosophy and disciplined investment process, we build portfolios to fit the specific needs and preferences of our clients. Our starting point in portfolio construction is to address the goals of each portfolio, and adapt our approach to meet these objectives. Bluebird is a rigorous investment manager with deep experience across asset classes.
While we adhere to our investment philosophy and disciplined investment process, we build portfolios to fit the specific needs and preferences of our clients. Our starting point in portfolio construction is to address the goals of each portfolio, and adapt our approach to meet these objectives. Bluebird is a rigorous investment manager with deep experience across asset classes.
Services
After almost 20 years of portfolio management and financial advisory experience Brian started Bluebird with the goal of delivering rigorous and highly personalized investment management, tightly integrated with comprehensive financial planning, with a commitment to integrity and crystal clear transparency.
Our Wealth Management approach includes several Fee-Only service options. We strive to provide professional, objective advice without the added pressure of purchasing financial products. Whether you are looking for ongoing advice or help navigating a specific topic or decision, we are able to work together on your terms.
We build portfolios primarily with individual securities, which cost less to hold than even the lowest cost ETFs, and offer tax advantages and precise portfolio construction. We supplement individual securities with funds where appropriate. Each client has a Separately Managed Account with direct access to their Investment Advisor.
While investments are the cornerstone of a successful financial plan, the plan itself is the framework - integrating these two pieces is critical in meeting financial goals. Our approach to financial planning is to leverage robust web-based technology to securely aggregate your full financial picture.
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