Investing Principles

Let our patent pending risk and investment algorthims protect and grow your money!

When it comes to investing, our approach is very methodical and leaves little room for emotions. Our investment management strategies are based on a disciplined, objective, and risk/reward approach, which is designed to get the desired results.  Our intention is to earn an expected return and reduce the volatility of your investments. The volatility of markets and investment values are unpredictable; no outcomes can be guaranteed and past performance does not guarantee future results. Diversification does not guarantee against loss but it is a method used to help manage investment risk. We will choose an appropriate level of risk intended to maximize returns while also letting you sleep at night. Risk is an inevitable byproduct of the market, but it can be managed.

Our goal for managing your money is steady growth and preservation of principal. We focus on long term performance and downside risk management; we do not want you to assume more risk than is necessary to achieve your goals. We want you to understand what you own, why you own it, and what the expectation is for each holding. We will go beyond questionnaires and financial facts to understand your goals and values, what money means to you, your time frame and your ability to sustain market volatility. Our strategies are intended to instill discipline and reduce emotionally charged decisions.

Our first priority in asset management is to ensure all investments are appropriate for you and your individual situation.  With you in mind, and our decades of experience, our time tested patent pending investment algorithms (MFACET) analyze all facets of an investment before buying or selling.

Researching and choosing the appropriate investments is time consuming and complex.  We are relentless about cost control, minimizing tax liabilities and trading fees. Our low cost approach provides enhanced value long-term.

Since we are an independent firm, we have the freedom and ability to research the entire universe of investments to create a diversified portfolio that is tailored to your individual needs, objectives and concerns.

Blue Chip Macro is a Registerd Investment Advisor that is based in Santa Monica, California and primarily serves the greater Los Angeles area.  We offer financial planning, business consulting, investment management and many other financial services.  If you want to learn more about investing in stocks, asset management, or wealth management please contact us for a free consultation.