– Cathy R.
Dalton, GA
Blue Trust has promoted three of its leading advisors to managing director roles, to ensure continued excellence as it helps clients make financial decisions in keeping with their faith and values.
Blue Trust has named three of its managing directors to newly created regional managing director roles, to support its continued growth in helping clients make financial decisions in keeping with their faith and values.
Blue Trust has partnered with Church Law & Tax, a publication of Christianity Today, to provide content for ChurchSalary. Released this month, the tool features compensation best practices and guidance on personal financial topics, including budgeting, debt management and retirement planning.
Blue Trust announced today that PlanFIRST, a registered investment adviser located in Greenville, S.C., is joining the organization. The move will expand both companies’ reach as they aim to serve more clients and help them make wise financial decisions.
Blue Trust announced that Crosspoint Wealth Advisors (Crosspoint), an independent wealth advisory firm located in Indianapolis, IN has joined the organization.
Blue Trust recently celebrated Russ Crosson’s 40-year anniversary with the company. Russ has held many pivotal roles with Blue Trust, while ensuring that the company delivers continued excellence as it helps clients make financial decisions in keeping with their faith and values.
In March it was announced that 14 Blue Trust offices moved from its regulator, the Office of the Comptroller of Currency (OCC), to a new regulator, the state of Tennessee. Blue Trust offices will operate out of two distinct entities: one regulated and chartered by the state of Tennessee and the other regulated and chartered by the OCC.
Blue Trust has served ministries and foundations since 1991 and considers it a privilege to help organizations steward their resources well. We specialize in assisting pension funds, endowments, foundations, and charitable trusts looking for a sophisticated, independent investment office. To meet the growing demand for our institutional investing services, we are expanding our institutional capabilities with additional resources and staff.
Blue Trust is excited to announce the opening of its newest office in Walnut Creek, California led by Private Wealth Advisors David Sylvester & Hilary Disher. This will become Blue Trust’s 17th office and its first in Northern California.
TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Blue Trust. The two firms are launching BlueGive, a digital donor-advised fund (DAF) platform, to help facilitate the charitable giving of the firm’s clients.
Blue Trust is proud to announce the grand opening of our newest office location in Virginia.
Ronald Blue Trust announced that it was changing its name to Blue Trust. The new name continues to honor its founder, Ron Blue, and the legacy he built while also indicating its dedication to innovation, growth, and impact.
Blue Trust announced that two employees from Ronald Blue & Co. CPAs are transitioning to its family office division. As a senior family office advisor, Jim Summers is opening a satellite location in Orange County, CA.
Blue Trust selected Vident Asset Management (“Vident”) to build a new platform for Blue Trust advisors and clients that provides specialized due diligence and state-of-the-art technology. This platform is designed to provide a unique opportunity for advisors to offer their clients investments that align their financial goals with their faith and values.
Blue Trust announced a significant milestone in its relationship with iCapital, the global fintech platform driving access to alternative investments for the wealth management industry: Blue Trust’s clients have now brought $1 billion onto the iCapital platform, underscoring the growing interest and demand for alternative investments among independent wealth firms and their high-net-worth clients.
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