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Elizabeth Kelly Email
Operations and Compliance Manager . Blue Chip Partners
Farmington Hills, MI
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Employees:
36Revenue:
$6.5MAbout
Blue Chip Partners, Inc. (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. BCP provides personalized wealth management and asset management services. BCP serves as a fiduciary to over 400 client relationships and has over $750 Million in assets under management. Blue Chip’s core services include personalized Wealth Planning and Portfolio Management. The advisors at Blue Chip Partners have extensive experience and credentials that provide the foundation for providing comprehensive wealth management. Blue Chip has seven Certified Financial Planner licensees (CFP’s), two Chartered Financial Analyst (CFA’s), two Certified Public Accountants (CPA’s), two Chartered Market Technicians (CMT’s) and a licensed attorney (Michigan). Blue Chip’s Wealth Planning process benefits from the practical expertise of our advisors. We focus on identifying weaknesses in a client’s current situation and provide customized solutions. We guide clients down a pathway toward achieving their long-term objectives. Blue Chip’s Portfolio Management approach is to build a portfolio of high-quality, individual companies with a proven record of paying and growing dividends across all market cycles. These companies have historically been referred to as blue chip stocks. The increasing dividends from the individual companies owned in client portfolios play an important role in the Wealth Planning process by providing a foundation for cash flow during retirement. Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently ™ with Blue Chip Partners, an equal opportunity employer.Blue Chip Partners Address
38505 Country Club DriveFarmington Hills, MI
United States