$100M+
CLIENT ASSETS MANAGED
300+
Mergers & Acquisitions
SINCE 1997
E-COMMERCE PIONEER
350+
EMPLOYEES HIRED & LED
More than three decades of
solving complex business and
investment challenges.
What’s the one decision that
could change everything?
What blind spots in my business
am I not seeing?
How should I use AI to make my
business more profitable?
Build a more
valuable business.
Should your portfolio change as
the world changes?
What investment risks
am I not seeing?
Do you lose sleep when
the market goes down?
Invest with confidence.
Proven Results
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.
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.