Entrepreneurs.
Investors.
Advisors.
Real-world experience. Independent thinking.
$100M+
Client Assets Managed
300+
Mergers & Acquisitions
Since 1997
E-Commerce pioneer
350+
Employees hired & led
Founded in Santa Monica in 2002, Blue Chip Macro combines two complementary practices:
BUSINESS ADVISORY
Helping business owners build more valuable businesses and make better decisions.
Experience Creates Perspective.
Perspective Leads to Better Decisions.
- We’ve founded and built multiple businesses.
- We’ve operated and grown businesses at scale.
- We’ve acquired and sold businesses.
- We’ve advised on hundreds of mergers and acquisitions.
We’ve faced many of the same decisions, opportunities, and challenges you face as a business owner, and we understand how those decisions affect growth, profitability, and long-term value.
WEALTH MANAGEMENT
Helping high-net-worth individuals protect and grow their wealth through disciplined investment management.
Protect Capital Comes First.
Opportunities Follow.
Rick Norris personally manages every client portfolio using the proprietary Macro FACET® investment process and Portfolio Safety Net™ risk management framework.
For more than three decades, he has navigated multiple bull and bear markets by emphasizing disciplined decision-making, active risk management, and adapting portfolios as market conditions change.
LEADERSHIP
The experience behind our advice.
RICK NORRIS, CFA
FOUNDER & MANAGING DIRECTOR, BLUE CHIP MACRO
For more than 35 years, I’ve built businesses, evaluated investments, and advised owners through growth, acquisitions, and difficult decisions. I bring an operator’s perspective, an investor’s discipline, and firsthand experience building and restructuring companies.
Perspective
- Entrepreneur
- Operator
- Investor
- M&A Advisor
- Value Creator
Experience
- Built and led a 350-person global business
- Managed $100M+ in client assets
- Worked on 300+ M&A and strategic financing transactions at BNY Mellon
- Led a restructuring that cut rent 88% and advertising 93%, with profits unchanged
- Pioneered e-commerce, building online businesses beginning in 1997
- Built and operated four overseas factories
Mark 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
Rene Hinojosa
Corporate & Cross-Border Attorney
Rene brings more than 15 years of experience advising business owners, investors, and teams on acquisitions, partnerships, and expansion across the United States and Mexico. He helps clients structure transactions, navigate risk, and align legal decisions with their business objectives, from the initial investment through closing and integration.
Perspective
- Mergers & Acquisitions
- Business Structuring & Governance
- Cross-Border Growth
- Transaction Strategy & Risk Management
Experience
- Principal, HIRO LAW
- Advises founders, family offices, and fund sponsors on US-Mexico transactions
- Legal education at Northwestern University Pritzker School of Law and Tecnológico de Monterrey
- Certificate in Management, Kellogg School of Management
- Fluent in English and Spanish
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.
The right conversation could change the
future of your business. Call (800) 913-5117
Frequently Asked Questions
Q: Why do clients trust Blue Chip Macro?
Clients trust Blue Chip Macro because our advice comes from real-world experience, not theory. Our team has built, operated, acquired, and sold businesses, managed investments through multiple market cycles, and advised clients on important strategic and financial decisions.
We believe better decisions come from evaluating every opportunity through multiple perspectives, helping clients make better decisions with greater confidence.
Q: What does Blue Chip Macro believe about business and investing?
At Blue Chip Macro, we believe better decisions come from experience, perspective, and independent thinking. Whether we’re helping a business owner build a more valuable business or helping an investor manage wealth, our objective is the same: ask better questions, make better decisions, and create long-term value.
Q: What can I expect when working with Blue Chip Macro?
Every client, every business, and every situation is different. We take the time to understand your goals, challenge assumptions, evaluate opportunities through multiple perspectives, and help you think more clearly about the decisions ahead.
Our role isn’t to tell you what to do. It’s to help you make better decisions with greater confidence.
Q: When do clients typically come to Blue Chip Macro?
Clients typically come to us when they’re facing important decisions or know there’s an opportunity to build something better. They may be growing a business, preparing for a transition, evaluating an acquisition, managing investments, or simply looking for an experienced outside perspective.
Whatever brings them to us, our role is to help them make better decisions and create long-term value.
Let's answer the
questions that matters most.
Q: Why do clients trust Blue Chip Macro?
Clients trust Blue Chip Macro because our advice comes from real-world experience, not theory. Our team has built, operated, acquired, and sold businesses, managed investments through multiple market cycles, and advised clients on important strategic and financial decisions.
We believe better decisions come from evaluating every opportunity through multiple perspectives, helping clients make better decisions with greater confidence.
Q: What does Blue Chip Macro believe about business and investing?
At Blue Chip Macro, we believe better decisions come from experience, perspective, and independent thinking. Whether we’re helping a business owner build a more valuable business or helping an investor manage wealth, our objective is the same: ask better questions, make better decisions, and create long-term value.
Q: What can I expect when working with Blue Chip Macro?
Every client, every business, and every situation is different. We take the time to understand your goals, challenge assumptions, evaluate opportunities through multiple perspectives, and help you think more clearly about the decisions ahead.
Our role isn’t to tell you what to do. It’s to help you make better decisions with greater confidence.
Q: When do clients typically come to Blue Chip Macro?
Clients typically come to us when they’re facing important decisions or know there’s an opportunity to build something better. They may be growing a business, preparing for a transition, evaluating an acquisition, managing investments, or simply looking for an experienced outside perspective.
Whatever brings them to us, our role is to help them make better decisions and create long-term value.
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