Blue Investment Partners LLC
Blue Investment Partners LLC is a SEC-registered investment adviser headquartered in Danville, California. Founded in July 2018 by Matthew B. Dublin, CFA, and Brett Hoover, the firm provides portfolio management and financial advisory services primarily to high net worth individuals, as well as foundations, endowments, trusts, estates, and corporations. With around 2 employees, Blue emphasizes a fiduciary standard and fee-only business model, specializing in cost-controlled, customized investment portfolios and long-term, risk-managed strategies. As of April 2025, Blue manages over $340 million in regulatory assets on a fully discretionary basis.
Investment Strategy
Blue Investment Partners LLC follows a long-term investment philosophy focused on prudent diversification, cost management, and risk-adjusted returns. The firm constructs customized portfolios for clients, primarily using ETFs and mutual funds, leveraging fundamental analysis to guide asset allocation decisions. Its core strategy involves managing risk through diversification and fundamental research while avoiding performance-based fees and focusing on long-term client objectives. Blue does not participate in wrap fee programs and maintains full investment discretion, communicating regularly with clients to align portfolios with changing financial needs.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 13.91% | $39.7M | 193,343 | $133.35 | $205.17 | -$3.3M |
A AMZN | AMAZON COM INC | 8.50% | $24.2M | 110,401 | $116.12 | $219.39 | +$3.2M |
U USFR | WISDOMTREE TR | 6.59% | $18.8M | 373,482 | $50.30 | $50.31 | +$5.0M |
S SPY | SPDR S&P 500 ETF TR | 6.48% | $18.5M | 29,890 | $427.25 | $617.85 | +$20.0K |
P PYLD | PIMCO ETF TR | 5.88% | $16.8M | 631,855 | $26.06 | $26.54 | +$1.2M |