Bluemound Asset Management, LLC is a fee-only registered investment advisor acting as a fiduciary. That means, by rule, I am bound to work in your best interest. I have chosen this approach, despite most competing firms choosing less stringent ethics.
I believe that insightful investing using technology to filter information and keep costs low are keys to your financial success. Bluemound offers a vast array of services by maintaining low overhead and tapping many resources. The many relationships I have developed since being discovered by the media are also a unique advantage.
Institutional Quality Investing For Everyone
I have developed Bluemound as a boutique firm to serve three groups:
- accredited investors seeking my unique set of investment perspectives for wealth management goals.
- retirees and near retirees with assets intended to provide income and potential inheritance.
- younger investors seeking long-term sustainable growth with an eye on generating wealth.
Institutional quality investing, has typically only been available to those with high net worth. Bluemound offers my services to anyone who has crossed from saver to investor. Because costs matter, my fees are typically lower than comparable services.
For families with net worth in excess of $1 million, I offer a vast array of investment services in house and through relationships with other top professionals, including private equity, 1031 exchange and hedge funds. I also offer guidance on a wide array of wealth management issues and help find appropriate specialists when needed.
Technology And Working From Home & Anywhere
Bluemound is a cyber-advisory, that is, services are generally offered by telephone and internet. I do meet with clients regularly in Greater Milwaukee, as well as when I travel, which includes regular visits to Las Vegas (where my folks live), Phoenix, Dallas and South Florida.
I work from home for a number of reasons:
- My dog really appreciates it.
- I like making lunch at home.
- Commuting to work got old and technology gave me the option not to do that anymore.
- I want to limit my carbon footprint and travel, so working from home is an offset that makes sense.
- It allows me to save money on office rent and pass on the savings to clients.
Bluemound is able to outsource certain tasks and get research that was simply not available when I started in the 1990s. I believe that the combination of experience, knowledge, partnerships and technology will be the drivers to successful investing in the future. I endeavor to be a leader among investment advisors.
I cannot stress the significance of technology in what I do. As of 2020, I am using two different Artificial Intelligences (AI) to do investment research and design investment strategies. While people still are getting to know what AI is, I can tell you what it is not. It is not a magic system for magical answers.
What AI is primarily for investing, is a way to work within set parameters, get sought after information quickly and sort data in useful ways. What AI has done for me, is allow me to do about 5x more work in the same amount of time and see even better investment results.
Work With Me
I am available to you wherever you are. My clients are in multiple states and several countries. To discuss working with me and Bluemound, fill out my Contact form and then use my online schedule to speak with me directly by Zoom meeting or telephone.