Asset Management

A custom investment portfolio built just for you!

Whatever your goals, we are here to help you achieve them. We will recommend 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 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.

Below is a quick overview of the process of Assset Management:

Regardless of the stage in life at which you find yourself, you share with others a common goal: financial security. This goal is so compelling that numerous ways have been found to describe it, such as peace of mind, a sense of well-being and the ability to sleep at night. With Blue Chip Macro, you will have peace of mind as you know that your financial plan is right for you.

In formulating your custom financial plan, we must access how much risk to take with your investments. This is a very simple question with a very complicated answer.

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.

Who is your current money manager?  What is their investing in stocks strategy?  How many factors do they analyze and incorporate before making an investment decision?  MFACET is our patent pending investment algorithms that analzyes many facets before buying or selling any investment as follows:

Our value proposition is that our guidance can potentially give you more diversification and higher net returns with less costly investments and less risk. Asset and Wealth Management requires making regular changes to your portfolio to help reduce risk and, when necessary, withdraw from an investment in the most tax- efficient manner. Besides these advantages, there are also the advantages of confidence and peace of mind. We are always accessible, especially when the markets are playing with your emotions. Managing emotions largely influences your financial success.  Below are our four plans of asset management:

While your portfolio is customized to you, we follow a disciplined, systematic process for managing investments as outlined below. Within the boundaries of the contract (discretionary or non-discretionary) we will assume all decision-making regarding specific allocations, execution of trades, tax loss harvesting and portfolio rebalancing. We will reallocate the portfolio due to changes in the economy, fund performance, or events that change your goals and risk tolerance.

Continuous Goal-Based Financial Planning

We evaluate your current financial situation, concerns, need for liquidity, available and expected resources, assets, liabilities, taxes, investment preferences, and restraints. Our services include clarifying and prioritizing your goals, such as education funding, risk management, tax planning, estate planning, and retirement planning. We use a Client Engagement Roadmap to prioritize and keep track of your progress.

To summarize, Asset Management services include:

• A comprehensive financial planning process that is disciplined, customized, and tracked
• Developing investment strategies
• Selecting investments
• Executing trades
• Periodic performance reporting
• Rebalancing
• Reallocating portfolio due to changes in the economy, your objectives, performance of fund managers, and other factors.
• Tax loss harvesting
• Quarterly reviews

Blue Chip Macro is an independent fee only Registered Investment Financial Advisor and is based in Santa Monica, California. We primarily serve the Los Angeles area and offer financial planning, business consulting, asset management, wealth managment and many other financial services. Our specialty is wealth and asset management through investing in stocks. Contact us for a FREE CONSULTATION to see how Blue Chip Macro can protect and grow you wealth!