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How does the advisor help clients – Key Takeaways:

BLUESHIFT ASSET MANAGEMENT provides a wide range of financial services to help clients achieve their financial goals. By utilizing expert strategies and staying on top of market trends, this financial firm is able to provide sound advice and personalized solutions to meet every client’s unique needs. BLUESHIFT ASSET MANAGEMENT also prioritizes transparency and communication, ensuring that clients are always well-informed and educated about their investments.

Facts and Insights

BLUESHIFT ASSET MANAGEMENT currently manages over $500 million in assets, with a team of 20 experienced advisors. Having been in business for over 15 years, the firm has established a strong reputation for delivering high-quality financial services and achieving positive results for clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 20 15+ years

Financial Services Offered

BLUESHIFT ASSET MANAGEMENT offers a diverse range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. With a team of highly qualified and experienced advisors, the firm is able to provide comprehensive and customized solutions to address each client’s unique financial needs and goals.

Client Types

BLUESHIFT ASSET MANAGEMENT caters to a wide range of clients, including individuals, families, small businesses, and corporate entities. The firm’s services are tailored to meet the specific needs of each client and aim to help them achieve their financial objectives.

Fees & Compensation

BLUESHIFT ASSET MANAGEMENT operates on a fee-based structure, meaning that clients are charged a percentage of the assets under management as the advisory fee. This ensures that the firm’s interests are aligned with the clients, as their compensation is directly linked to the performance of the client’s investments.


BLUESHIFT ASSET MANAGEMENT was founded by a team of seasoned financial experts who shared a passion for providing top-notch financial services to clients. With a combined experience of over 50 years in the industry, the team brings a wealth of knowledge and expertise to the table, making them a highly reputable and trusted advisor in the financial market.

Financial Advisor Disclosures to Know

BLUESHIFT ASSET MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interest of its clients and to provide full transparency in all its services. The firm also adheres to all necessary compliance and regulatory requirements to ensure the protection and satisfaction of its clients.

Company Information

Main Office

Mail Office

Other Information

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