About Us
WE SPECIALIZE IN:
Blue Chip Macro is an independent fee only Registered Investment Financial Advisor that was founded in 2002 and is based in Santa Monica, California. We are registered in California and Texas and primarily serve the Los Angeles area. Being a Registered Investment Advisor (RIA) we are legally required to uphold a Fiduciary Standard of Care, which means we must always act in good faith and in the best interests of the client.
We offer a comprehensive suite of financial advisor services which include financial planning, asset management, business consulting, retirement planning, estate planning, tax planning to name a few. We are an independent financial advisor firm; not affiliated with any investment firm, stock advisor, investment bank or insurance company. We do not sell investment products or insurance policies. We do not receive commissions. Fees received for our financial advice, financial planning and asset management come directly from you. The combination of our independence and Fee-Only compensation enables us to give our clients financial advice that is objective and unbiased.
Blue Chip Macro focuses on the following services:
Financial Planning: We build a custom financial plan just for you! Financial success doesn’t come from chance, luck, or coincidence, but from developing and implementing a disciplined, coordinated financial plan. Financial planning is developing a comprehensive holistic plan which integrates cash flow, risk management, retirement planning, tax planning, education funding, and estate planning. We deliver customized financial plans, superior personalized service, financial expertise and finanical advice designed to reduce risk, grow wealth, protect assets, and manage income and taxes.
Let us show you how our investment strategies will help you accomplish your financial goals and give you peace of mind.
Small Business Consulting: Get your business where you want it to be! As a business owner, you are often constrained between the goals of running a successful business and optimizing your companies operations, finances and marketing choices. While you are passionate about your product or service, you need to wear many hats and might not have the experience or expertise in all aspects to make your business successful.
For almost 20 years, Blue Chip Macro has invested in and performed small business consulting. Our equity investments have ranged from $50,000 to $5 million. We are different than most business consultants as we lay out a plan to help your business, are open to investing money and then help execute the plan!
Asset Management: We build a custom investment portfolio of stock and bonds just for you! Whatever your goals, we are here to help you achieve them. We will recommend investment strategies that provide the essential framework for the accumulation, preservation and distribution of your wealth, ensuring that you will have a more financially secure and promising future.
We have the financial expertise and time to evaluate your portfolio investments, meet with you to discuss your objectives and help get you through times of economic and market volatility using our patent pending investment and risk management algorithms. We are relentless in our search for investment opportunities to enhance your portfolio. Our scope extends to a rich variety of alternative investments, to complement your more traditional holdings like stocks and bonds. We invest for the long term, but leave ourselves latitude to take advantage of short-term opportunities. We are not bound by conventional approaches. Given our superior track record, you can trust Blue Chip Macro with your hard-earned savings.
With your unique situation in mind, and our decades of experience, our time tested patent pending investment algorithm (MFACET) analyzes all facets of an investment before buying or sellling for you.
We offer a wide range of Asset Management services as shown below:
Since 2002, Blue Chip Macro has been a financial advisor and delivered customized plans, superior personalized service, expertise and advice designed to reduce risk, grow wealth, protect assets, and manage income and taxes. Let us show you how our strategies will help you accomplish your goals and give you peace of mind. Contact us now for a FREE CONSULTATION!