clients introduced to Bluepoint Consulting can expect
tailored portfolio construction with regular reviews.
Asset Allocation - Bluepoint
uses extensive internal & external research to construct
asset allocations. Portfolios are managed to long-term
strategic asset allocations that are reviewed regularly.
- Diversification reduces risk so portfolios
are diversified across as many areas as efficient to
reduce portfolio risk without sacrificing returns. This
may include diversification across asset class, securities
manager, manager styles and investment processes and
ownership of securities - Bluepoint’s
investment platform enables individual investments to
be held directly. This allows more efficiency within
a portfolio from a cost & diversification perspective.
Management - In addition to good portfolio
construction and regular review, our private retainer
clients enjoy the following active management services: