A Modern Approach to Asset Management
Blue Edge Capital Highlights
years average
industry experience
HEADQUARTERED
in Richmond, VA
100%
EMPLOYEE-OWNED
55%+
Trustee-directed assets
under management
20+
Non-profit
relationships
Why Blue Edge Capital?
Blue Edge Capital is an independently-owned investment management firm serving individuals and families, charitable and family trusts, and endowments and foundations. We are a federally-registered investment adviser under the Investment Advisers Act of 1940.
Through our experience at investment firms focused on active management, our roles on foundation and endowment boards, and our own personal experience as investors, we understand the challenges and frustrations that many investors face and endeavor to deliver a superior experience defined by the following pillars:
Experienced Guidance
Each member of our investment team has significant experience navigating the financial markets, managing investment portfolios, and serving as trustees for family trusts and non-profits. We have been in your shoes, and we designed our investment approach to address the challenges and opportunities that we’ve seen first-hand.
Intentional Service, Meaningful Results
Collaboration and client service are central to our culture. We take a high-touch, personal approach - building relationships one at a time and knowing each client directly. Every member of our team contributes to the experience and takes ownership of the outcomes we deliver. We stay closely connected to our client's goals and evolving needs. This commitment transforms service into partnership - delivering confidence, clarity, and long-term value.
A Proven Investment Model
We manage our investment portfolios on a fully discretionary basis and thus serve as a fiduciary for all our clients. Our use of index-tracking exchange traded funds (ETFs) to achieve asset allocation targets reduces investment costs, improves portfolio transparency, and eliminates the manager and security selection risks that often contribute to underperformance. While our core philosophy and investment approach have not changed since our inception, the rapid growth in the ETF market has allowed us to manage our strategies with increasing precision and at lower cost to meet the return and income needs of our investors.
Alignment of Interests
Simple, Transparent Fee Structure
Our fees are simple and transparent, and they are tied to assets under our management. That means there are no hidden costs or surprises—just a straightforward structure that keeps our interests aligned with yours. As your accounts grow and succeed, we do better too. It’s a partnership built on clarity, accountability, and shared success.