Investing with Blue Edge Capital
Client Communication & Reporting
Blue Edge Capital has embraced a high-touch, relationship-driven approach to client service that includes regular communication and comprehensive reporting. We spend a great deal of time making sure our clients fully understand our investment philosophy, what fees are involved, and what to expect in terms of performance reporting and ongoing communication. BEC clients experience the following touchpoints:
Regular communication with team members
Periodic in-person or virtual
financial review
Access to a comprehensive
reporting portal with daily updates
Timely monthly performance reports and quarterly letters
Account Transitions & Onboarding
Our experienced team directs all aspects of the investment account onboarding process. Utilizing digital solutions whenever possible, we seek to ensure a smooth transition for our clients' taxable and retirement assets and take the time to think through the optimal and most tax-friendly transition of assets. We work with our clients to evaluate account administration options and determine the features best aligned with their needs.
Tax Management Strategies
Because we primarily invest through ETFs and typically have modest annual portfolio turnover, our taxable clients enjoy significant tax-related advantages relative to investment strategies that incorporate traditional mutual funds or other actively managed approaches. We assist clients with the following tax management strategies:
- Opportunistic tax-loss harvesting
- Donor-Advised Funds (DAFs)
- Charitable giving of low-basis securities
- Roth conversions
- IRA Qualified Charitable Distributions (QCDs)
Custody of Client Investment Assets
Client assets are held and safe-guarded with qualified custodians. In an effort to reduce their all-in cost of management, we encourage our investors to custody their accounts with custodians that have robust platforms yet do not charge custodian fees or trading commissions on stocks, bonds, or ETFs. BEC is not affiliated with any custodian, and we can work with most providers.
Other Investment Support Services
We strive to be a trusted sounding board and resource for our clients as they navigate important financial decisions. For our individual and family relationships, we actively support financial education for spouses, children, and trustees - helping ensure every stakeholder understands our approach and feels confident making long-term decisions.
For our nonprofit clients, we gladly share our perspective on organizational, governance, and fundraising matters as appropriate. We also regularly assist with the creation and ongoing refinement of Investment Policy Statements, viewing this work as an integral part of our long-term client-advisor partnership.