Investing

Bluerock is an independent 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 top-notch service by building strong, trusting relationships. This enables us to provide guidance that takes all your needs into account — including your need for peace of mind.

  • Maintaining independence

    As an independent fiduciary firm, it is our responsibility to act in the best interests of our clients. We take that responsibility seriously. By staying independent, we are free to recommend the best 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.