BUSINESS ADVISORY & WEALTH MANAGEMENT
Experience. Perspective. Results.
BUSINESS ADVISORY & WEALTH MANAGEMENT
Experience. Perspective. Results.
$100M+
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.
The reasons why often reveal your greatest opportunities for improvement.
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:
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.
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.
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.
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.
Q1: What is a Blue Chip Macro?
Ans: Blue Chip Macro is an independent business advisory and wealth management firm that helps individuals, families, entrepreneurs, and business owners make informed financial and strategic decisions. The firm provides personalized advice focused on long-term growth, wealth preservation, and financial confidence.
Q2: Who is Rick Norris, CFA?
Ans: Rick Norris, CFA, is the Founder and Chief Investment Officer of Blue Chip Macro. With decades of experience in investment management, financial planning, and business strategy, he helps clients build customized solutions for achieving their financial and business goals.
Q3: Who can benefit from Business Advisory services?
Ans: Business Advisory services are valuable for entrepreneurs, startups, established business owners, executives, and companies looking to improve performance, expand operations, or prepare for future growth.
Q4: Do you provide customized financial strategies?
Ans: Yes. Every client receives a personalized strategy based on their financial goals, business objectives, investment preferences, and risk tolerance rather than a standard investment model.
Q5: What types of clients do you work with?
Ans: The firm works with individuals, families, business owners, entrepreneurs, executives, professionals, and investors seeking experienced financial guidance and long-term wealth management.