BLUE DOOR PRIVATE WEALTH

BlueDoor was founded with the singular goal to invest purposefully for its clients. As technological innovation has infiltrated the investment management industry, firms are increasingly using it to cut costs and provide generic products to clients irrespective of their unique needs. Our goal was to strip back the investment process to its core and ask the singular question of why are we investing these funds. For some it is long term growth while others seek the pinnacle of capital preservation. Framed in the context of our unique knowledge of each client we are able to craft a strategy around their needs and not our products... While many firms seek to place clients in easy to fill buckets and use generic funds or products as their core, we seek to build highly customized strategies centered around high quality investments. Our goal is to identify those high quality businesses that can form a core for clients over the long term and then supplement and adjust that mix for each client..

Also known as: Blue Door Private Wealth, LLC, BlueDoor

Primary location: Beverly United States