Markets Change.
Risks Change.
Portfolios Should Evolve.
An investment process built for changing markets.
$100M+
35+ Years
MacroFACET
Decision System
Macro-Safety Net
Management System
INVESTMENT QUESTIONS EVERY INVESTOR FACES
How should my portfolio change as markets change?
THE ANSWERS SHAPE YOUR FINANCIAL FUTURE.
OUR INVESTMENT PHILOSOPHY
EXPERIENCE
&
PERSPECTIVE
For more than three decades, we've actively managed portfolios through multiple bull and bear markets, giving us firsthand experience navigating a wide range of market environments.
That experience has shaped a disciplined investment perspective built on two principles: identifying high-quality investment opportunities and continuously managing risk.
To help answer your questions, we've developed two proprietary investment systems.
INVESTMENT DECISION SYSTEM
MACRO FACET
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.
CONTINUOUS RISK MANAGEMENT SYSTEM
Macro-Safety Net
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
WHY BLUE CHIP MACRO
Direct access to Rick Norris, CFA to discuss your portfolio, changing market conditions, and the decisions that matter most.
More than three decades of experience managing money through multiple bull and bear markets.
Every portfolio is built specifically for you. There are no model portfolios or one-size-fits-all solutions.
Every investment decision follows a disciplined process, not emotion or market noise.
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.
The right conversation could change the
future of your business. Call (800) 913-5117
Frequently Asked Questions
Q: Why should I choose Blue Chip Macro to manage my investments?
Choosing someone to manage your wealth is one of the most important financial decisions you’ll ever make. Investors choose Blue Chip Macro because they want direct access to Rick Norris, CFA, more than three decades of experience navigating bull and bear markets, independent thinking, disciplined investment management, and a commitment to protecting capital.
Our objective is simple: protect capital, manage risk, and build long-term wealth.
Q: Can Blue Chip Macro help me achieve my financial goals?
Every investor has different goals. Some want to grow their wealth. Others want to preserve what they’ve already built, generate income, prepare for retirement, or leave a lasting legacy for their family.
Our role is to understand what you’re trying to accomplish, then develop an investment strategy and make the disciplined investment decisions that help you get there, while managing risk along the way.
Q: How is Blue Chip Macro's investment approach different?
Markets change. Economies change. Risks change. We don’t believe successful investing is simply choosing a portfolio and hoping it performs well in every market.
As conditions evolve, your portfolio should evolve with them. Our investment management philosophy emphasizes protecting capital, actively managing risk, and making disciplined investment decisions that provide greater confidence and peace of mind.
Q: How do you manage risk?
Managing risk is one of our highest priorities. We continually evaluate changing market conditions and adjust portfolios when appropriate, rather than simply buying investments and hoping for the best.
Our goal is to help clients protect capital, reduce unnecessary risk, and sleep better at night knowing their investments are being actively managed.
Q: Will I work directly with Rick Norris, CFA?
Every client works directly with Rick Norris, CFA. Rick personally manages every investment portfolio and is available to answer your questions, explain what’s happening in the markets, and discuss how changing market conditions may affect your investments.
Q: What are Macro FACET® and Portfolio Safety Net™?
Macro FACET® is our disciplined framework for evaluating investment opportunities through multiple perspectives before capital is committed. Portfolio Safety Net™ is our risk management framework designed to help protect client portfolios as market conditions change.
Together, they support disciplined investment management, active risk management, and long-term wealth preservation.
Q: How do I start my wealth management process?
It starts with a conversation. We’ll discuss your financial goals, where you are today, and where you want to go. Together, we’ll determine whether we’re the right fit and develop a personalized investment management strategy designed specifically for you.
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