ABOUT BLUE CHIP MACRO
Entrepreneurs.
Investors.
Advisors.
Real-world experience. Independent thinking.
$100M+
CLIENT ASSETS MANAGED
300+
Mergers & Acquisitions
SINCE 1997
E-COMMERCE PIONEER
350+
EMPLOYEES HIRED & LED
ABOUT BLUE CHIP MACRO
Founded in Santa Monica
in 2002, Blue Chip Macro
brings together decades of experience in business,
investing, and strategic advisory.
Our perspective is shaped by real-world experience,
helping business owners and affluent families make
better long-term decisions.
WHAT WE DO
Business Advisory
Helping business owners build stronger, more valuable
businesses through strategy, execution, operations,
branding, and the thoughtful use of AI.
Wealth Management
Helping business owners and affluent families preserve
and grow wealth through disciplined investing, risk
management, and long-term perspective.
LEADERSHIP
The experience behind our advice.
Rick Norris, CFA
FOUNDER & CIO, BLUE CHIP MACRO
Founded in 2002, managed client assets and developed proprietary quantitative algorithms focused on protecting and growing capital.
His experience spans entrepreneurship, wealth management, e-commerce, consumer brands, and strategic advisory – bringing a practical perspective shaped by building businesses, not just analyzing them.
Experience
- Founder, Hampton Nautical
- Co-Founder, AgaveLuz Organic Tequila
- Co-Founder, Westside World Wellness
- 300+ Mergers & Acquisitions
- Auditor, Arthur Andersen
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.
Proven Results
Businesses we’ve founded, built, and continue to operate.
Managed Over $100 Million
Founded in 2002, managed client assets and developed proprietary quantitative algorithms focused on protecting and growing capital.
Created a Global Market Leader
Founded in 1997, built a new online retail category and became the global market leader.
Disrupting an Industry
Built an authentic, organic, additive-free tequila brand with a mission to support animal rescue.
Built for
Growth
Built the operational foundation to launch, manage, and scale a premium concierge healthcare business.
Integrated Expertise
Every client engagement is supported by experienced professionals
across the disciplines required to turn strategy into execution.
- Website Development
- Brand Development
- Search Marketing
- Financial Analysis
- Digital Marketing
- Artificial Intelligence
- E-Commerce
- Operations Support