Who We Serve
Individuals & Families
Our approach is designed for individuals and families who want to grow and protect their wealth in a thoughtful, tax-efficient manner. We primarily utilize low-cost, diversified Exchange Traded Funds (ETFs) to improve asset class diversification and maximize after-tax returns.
We believe informed clients make confident decisions. That’s why we emphasize complete transparency around our investment philosophy, our fees, and what you can expect from performance reporting and ongoing communication. You’ll always have clear insight into your portfolio and direct access to our team.
To support your long-term success, we provide:
- Personalized financial education for you and your family
- Assistance with charitable giving strategies and retirement planning
- A secure, easy-to-use client portal with 24/7 access to your accounts
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Comprehensive suitability surveys to ensure alignment with your goals and risk tolerance
Family & Charitable Trusts
We understand the fiduciary demands of individual, family, and charitable trusts, and we developed our investment solutions to suit all types of beneficiaries. Trustees can feel confident that our well-diversified, indexed approach eliminates many of the risks associated with active management and offers a lower cost and more flexible long-term solution than many alternatives. Our team understands the complexities of trusts and works well with estate lawyers and accountants in the administration process. Trustees can rest assured with Blue Edge Capital as we provide:
- Timely, institutional-quality performance reporting with regular updates to trustees
- Portal access for trustees, accountants, and beneficiaries to simplify governance and administration
- Low “all-in” cost of management
- Clear, timely tax reporting to help streamline tax season
Endowments & Foundations
Our team has served in leadership roles with many non-profit organizations in our region, including those involved in education, the arts, and healthcare. As a result, we appreciate the challenges trustees face, which can lead to disappointing investment performance.
We founded Blue Edge Capital with the goal of providing a better investment solution for small to mid-sized non-profits. Our approach emphasizes education and ongoing guidance and is characterized by transparency, robust reporting, and fiduciary best practices. Our goal is to free board members and staff from the day-to-day responsibilities of managing investment portfolios so they can focus on oversight and the pursuit of their mission. Stewards of long-term investment assets appreciate Blue Edge Capital’s:
- Continuity of investment approach and philosophy across rotating board membership
- Assistance with Investment Policy Statements and the audit process
- Timely, institutional-quality performance reporting with regular updates to finance and investment committees
- Portal access for all investment committee members, support staff, and service providers to facilitate governance and administration