Markets Change.
Risks Change.
Portfolios Should Evolve.
An investment process built for changing markets.
Markets Change.
Risks Change.
Portfolios Should Evolve.
An investment process built for changing markets.
$100M+
Assets Managed
35+ Years
Managing Capital
MacroFACET
Decision System
Macro-Safety Net
Proprietary Risk
Management System
The questions every business owner
should be asking.
How should my
portfolio change
as markets change?
What investment
risks am I
not seeing?
Are my emotions
influencing my
investment decisions?
How do I separate
market noise from
what really matters?
Is buy and hold
always the
right strategy?
Does my portfolio
keep me up
at night?
To help answer those questions, we've developed two proprietary investment systems.
One for investment selection. One for continuous risk management.
Macro FACET
INVESTMENT DECISION SYSTEM
Every investment opportunity is valued through six distinct disciplines before capital is committed.
Macro Perspective
Understanding the bigger picture.
Fundamental Analysis
Determining what a business is worth.
Analytics
Turning information into insight.
Custom Investment Selection
Investments aligned with each client’s objectives.
Emotions
Managing investor psychology through discipline.
Technical Analysis
Understanding market behavior and price trends.
Your portfolio deserves
more than being on autopilot.
Macro-Safety Net
CONTINUOUS RISK MANAGEMENT SYSTEM
Our proprietary algorithm continuously monitors changing
market conditions to help determine when portfolio
adjustments may be warranted.
We can’t control the markets. We can control how we respond.
Rick Norris, CFA
FOUNDER & CHIEF INVESTMENT OFFICER
After more than three decades of managing money, I’ve learned that knowing when to change your portfolio is just as important as knowing what to own.
Investment Experience
-
Developer of the MacroFACET &
Macro-Safety Net investment systems -
Successfully navigated multiple bull
and bear market cycles - $100M+ Assets Managed
-
Former Largest Stock Option Seller
using the E*TRADE platform -
Mergers & Acquisitions,
Bank of New York Mellon - Auditor, Arthur Andersen
Fee-Only.
Fiduciary.
Independent.
As a fee-only Registered Investment Advisor, our compensation comes directly from our clients – not commissions, product sales, insurance contracts, or third-party incentives
That independence allows us to provide objective advice focused solely on your long-term financial success.
Let's answer the
questions that matters most.
Q1: How can Blue Chip Macro help manage my investments?
Great businesses are built by creating systems, developing people, and executing consistently.
Q2: Who should use asset management services?
Ans: Asset management can benefit anyone who wants professional guidance with investing, whether you’re building wealth, planning for retirement, managing inherited assets, or preserving your financial future.
Q3: What is the difference between asset management and wealth management?
Ans: Asset management focuses on managing your investment portfolio, while wealth management takes a broader approach that may include financial planning, retirement planning, tax strategies, and estate planning.
Q4: What types of assets can be managed?
Ans: Asset management can include stocks, bonds, mutual funds, ETFs, cash investments, real estate, and other investment assets, depending on your financial goals and strategy.
Q5: What are the biggest investment mistakes to avoid?
Ans: Common mistakes include trying to time the market, investing without a plan, making emotional decisions, ignoring diversification, and not reviewing your portfolio regularly.