Thoughtfully-designed ETF portfolios delivered with a personal touch.

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100%

Employee-owned

12+

year track record

$500M+

Assets Under Management

100%

Employee-owned

65%+

Trustee-directed assets

$500M+

Assets Under Management

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Investing Your Capital with a Long-Term Perspective

Blue Edge Capital is a Richmond-based independent investment management firm that serves individuals, family trusts, and endowments & foundations throughout central Virginia and beyond with diversified, index-based portfolios. Since our inception, we have endeavored to “rethink” asset management to meet the changing priorities and demands on individual and institutional investors alike.

Our close-knit and highly experienced team works collaboratively to deliver on expectations and address your needs. You can feel confident that our interests are always aligned, because we invest our own capital in the same portfolios that we offer you.

Why Invest with BEC?
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Is Your Investment Portfolio Meeting Your Objectives?

Whether you’re a high-net-worth individual, multi-generational family, family trust, or non-profit organization, you want to ensure your investments achieve their objectives. Unfortunately, ingrained structural and behavioral factors lead both individual and institutional portfolios to consistently underperform. Blue Edge Capital can help you navigate the complexities of the modern financial landscape by providing thoughtfully-designed and well diversified ETF portfolios coupled with dynamic, value-added portfolio management.
Explore our Investment Approach

You Deserve a More Personal Investing Experience

Trusting others to manage your investments is a big decision.  At Blue Edge Capital, we take the time to understand your objectives and concerns as well as your desired legacy. In short, we don’t just work with you, we know you.

We espouse a culture of intellectual curiosity and continuous learning, which has guided our decisions to expand our offerings over time to keep pace with the evolving preferences of forward-thinking investors.  This a partnership, and we are in it together.

What to Expect

Who We Serve

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Individuals & Families

When it comes to managing your wealth, emotions can lead to poor decisions. We’ve seen it happen, and you may have experienced it firsthand. Take emotion out of the equation by trusting Blue Edge Capital to grow your investment assets through a consistent approach and real-time, forward-looking decision making.
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Family & Charitable Trusts

As a trustee or steward of accumulated assets, a common challenge is making sound investment decisions and ensuring proper governance at each step. At Blue Edge Capital, we invest for sustained growth over the long-term and provide detailed, timely reporting that meets the best practices of any fiduciary.
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Endowments & Foundations

With rotating boards and investment committees, endowments and foundations need consistency in their investment programs. Blue Edge Capital understands the unique nuances facing these types of portfolios and provides long-lasting value to our institutional clients through our Outsourced Chief Investment Officer (“OCIO”) framework. We share your fiduciary responsibilities so that you can focus on executing your mission.
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Interested in More Information?

Read the BEC Quarterly Letter
READ ABOUT OUR ESG PORTFOLIOS

Find Out if Blue Edge Capital is a Fit for You

We welcome the opportunity to connect and hear your story. As we begin the mutual discovery process, we prioritize client education and set clear expectations so that you feel fully informed, confident, and empowered in your decision making. Please call Ellen Spong at 804-673-7403 or fill out this form to request an introductory conversation.
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