BUSINESS ADVISORY & WEALTH MANAGEMENT
Experience. Perspective. Results.
Experience.
Perspective.
Results.
We Build More Valuable businesses
$100M+
Client Assets Managed
300+
Mergers & Acquisitions
SINCE 1997
E-Commerce pioneer
350+
Employees hired & led
Would You Buy Your Own Business?
If your answer is no, ask yourself why.
Looking at your business through a buyer’s eyes reveals opportunities to make it more valuable.
For more than three decades, Blue Chip Macro has helped business owners identify opportunities, solve difficult problems, and increase the value of their businesses.
Start by asking yourself:
Business Advisory
For Business Owners
Do you own your business or does your business own you?
If you stepped away from your business for 30 days, what would happen?
Is your business becoming more valuable every year?
Build a more
valuable business.
Wealth Management
For Investors
Do you have an investment strategy or just a portfolio?
Do you ever lose sleep worrying about your portfolio?
How should your portfolio change as the world changes?
Invest with confidence.
Proof In Action
Businesses we’ve founded, built, and continue to operate.
MANAGED OVER $100 MILLION
Built proprietary quantitative investment strategies focused on protecting capital and delivering long-term results.
PIONEERED A NEW RETAIL CATEGORY
In 1997, recognized the shift to e-commerce and built the world’s leading retailer in its niche.
BRINGING BACK AUTHENTICITY
Crafted a premium organic, additive-free tequila before shortcuts became the standard.
BUILDING THE FUTURE OF WELLNESS
Launched a concierge healthcare practice built around proactive, personalized care.
LEADERSHIP
The experience behind our advice.
Rick Norris, CFA
FOUNDER & CIO, BLUE CHIP MACRO
After more than 35 years of building businesses and managing money, I’ve learned that better decisions come from experience.
Perspective
- Entrepreneur
- Investor
- Operator
- Value Creator
- Opportunity Seeker
Experience
- Managed $100M+ in Client Assets
- Founder & CEO, Hampton Nautical - E-Commerce Pioneer
- 300+ M&A Transactions, Bank of New York Mellon
- Auditor, Arthur Andersen
Marc Asheghian, CPA, MST
Tax & Wealth Strategist
Mark brings decades of experience advising business owners on tax strategy, business planning, wealth preservation, and long-term decision making. His perspective helps clients make smarter decisions across every stage of business ownership.
Experience
- President & CEO, The Tax Consultancy Group
- Master of Science in Taxation, USC
- Former Tax Manager, Laventhol & Horwath
- Former Senior Tax Specialist, Peat Marwick, Mitchell & Co.
Kevin Myers
❝Great businesses are built by creating systems, developing people, and executing consistently.❞
Perspective
- Operational Excellence
- Business Development
- Process Optimization
- Organizational Growth
Experience
- Business Development, AgaveLuz Tequila
- President, Hampton Nautical
- Operations Manager, Oberthur Systems
- Bachelor of Science in Chemical Engineering, University of Michigan
Let's answer the
questions that matters most.
Q: Why should I choose Blue Chip Macro?
Business owners choose Blue Chip Macro because our business advisory services are built on real-world experience, not theory. We’ve built, operated, acquired, and sold businesses, managed investments, participated in mergers and acquisitions, and advised business owners for decades.
By evaluating opportunities through multiple perspectives, we help clients see what others miss, make better decisions, and build stronger, more valuable businesses.
Q: Can Blue Chip Macro help me achieve my business goals?
Every business owner has different goals. Some want to accelerate growth. Others want to improve profitability, strengthen their brand, prepare for an eventual sale, or create more freedom in their lives.
Our role is to understand where you want to go, then help you develop the strategy and make the decisions that get you there. In the process, you build a stronger, more valuable business.
Q: How does your business advisory process work?
Every business advisory engagement begins with understanding your business, where you are today, where you want to go, and what’s standing in the way. We then use our CARE Process™ to identify priorities, develop a clear roadmap, and help you execute with confidence.
Every recommendation is designed to create measurable improvements and long-term business value.
Q: Who do you work with?
We work with business owners who know their business can be better than it is today. Some want an experienced outside perspective. Others are facing important decisions, navigating change, or looking for a trusted advisor to help them think through what’s next.
Whatever your goals, our focus is helping you make better business decisions and build a stronger, more valuable business.
Q: How do you help business owners?
Every business is different, but most opportunities fall into six key areas where we help clients
create value:
- Business Strategy & Growth
- Brand & Positioning
- Marketing & Customer Acquisition
- Operations & Systems
- Tax Strategy
- AI Strategy
Our business consulting and business advisory services are designed to help business owners build stronger companies, improve performance, increase business value, and create lasting competitive advantages.
Q: How do I get started with your business advisory services?
It starts with a conversation. We’ll discuss your business, where you are today, where you want to go, and what you’re hoping to accomplish. Together, we’ll determine whether we’re the right fit and how our business advisory services can help you build a stronger, more valuable business.
Let's answer the
questions that matters most.
Q: What do you mean by "Would You Buy Your Own Business?
It’s one of the most revealing questions a business owner can ask. If your answer is “no,” ask yourself why. Those reasons often uncover your greatest opportunities to improve your business.
Looking at your business through the eyes of a buyer helps you see its strengths, its weaknesses, and the opportunities to make it more valuable.
At Blue Chip Macro, we believe better businesses begin with asking better questions. From there, strategy, execution, and disciplined decision-making help build stronger, more valuable businesses.
Q: Why do clients choose Blue Chip Macro?
Clients choose Blue Chip Macro because our advice comes from real-world experience, not theory. We’ve built, operated, acquired, and sold businesses, managed investments through multiple market cycles, participated in mergers and acquisitions, and advised business owners for decades.
That experience allows us to evaluate opportunities through multiple perspectives and provide practical advice grounded in real-world experience.
Q: What is Blue Chip Macro's approach?
Every business is different, so every engagement begins by understanding where you are today, where you want to go, and what’s standing in the way.
From there, we identify the opportunities with the greatest potential to create value, develop a practical strategy, and help you execute it. Every recommendation is focused on building a stronger, more valuable business.
Q: Can Blue Chip Macro help me achieve my goals?
Every business owner has different goals. You may want to grow faster, improve profitability, create more freedom, prepare for an eventual sale, or simply build a stronger, more valuable business.
Whatever your goals, our business advisory services are designed to help you get there.
Q: What services does Blue Chip Macro provide?
Blue Chip Macro provides two core services:
Business Advisory for business owners who want to build stronger, more valuable businesses. Wealth Management for investors seeking disciplined investment management focused on protecting capital, managing risk, and building long-term wealth.
Whether you’re building a business or managing wealth, our focus is helping clients create lasting value.
Q: How do I get started?
It starts with a conversation. We’ll learn where you are today, where you want to go, and what you’re hoping to accomplish. Together, we’ll determine whether we’re the right fit and how we can help you move forward.