Bluerock is a fiduciary firm. We work with you, taking the time to analyze every investment solution to ensure it’s the right fit for each client’s needs, goals, and risk tolerance.

High-level analysis

What are the right investing solutions for you? We’re here to help you find out. We use Modern Portfolio Theory (MPT), a Nobel Prize-winning investment strategy, as a basis, so we can present strong analysis of the investment options that work for you. We believe in academic-based, disciplined investing strategies.

Building relationships

Investing isn’t a product. It’s a service. We deliver personalized service by building strong, trusting relationships. This enables us to provide guidance that takes all your needs into account.

Maintaining independence

As a fiduciary firm, it is our responsibility to act in the best interests of our clients. We take that responsibility seriously. We are free to recommend strategies and solutions for each client, focusing on tax-efficient, low-cost investment options.

Holistic strategy

Investing is only part of your financial picture. To ensure your investments work for you, we integrate the investing strategies with comprehensive financial planning and tax mitigation.