Principles-Based Investing. Structured for Stewardship.
Investment management grounded in rigorous financial expertise and aligned with your goals, convictions, and time horizons.
Your Goals Are the Benchmark
We define investment success as increasing the probability of meeting your financial goals. Investment strategy begins by defining your objectives, time horizons, and risk tolerance. When those are established, portfolios can be structured with discipline rather than reaction.
Blue Trust advises on more than $62 billion in client assets** and maintains a dedicated investment team responsible for research, portfolio construction, and ongoing due diligence across public and private markets.
Principles-Based Investing
Following the financial crisis of 2008, we formalized a disciplined framework known as Principles-Based Investing. This foundational framework addresses three common challenges: unrealistic market expectations, a lack of guiding principles, and operating without a coordinated financial plan.
Our approach begins with clearly defined goals, supported by disciplined research and a stewardship perspective that considers risk, time horizons, and long-term financial priorities.
Our Three Practical Pillars
These principles seek to provide stability across varying market conditions.
Invest in markets supported by durable economic drivers
Cash flow alignment, goal setting, and forward-looking modeling designed to bring structure to major life decisions.
Avoid overpaying for assets
Collaboration with tax professionals and estate counsel to ensure planning decisions support both efficiency and continuity.
Diversify according to time horizon and future cash flow needs
Integration of charitable intent and clarity around what is sufficient so that wealth serves your calling rather than defining it.
Not all capital serves the same purpose.
Some assets are needed in the near term. Others support future objectives or generational transfer. Time-Based Solutions align investment strategy with defined time horizons. Each objective is assigned:
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A clear timeline
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A minimum return objective
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An appropriate allocation structure
As time horizons change, portfolio positioning adjusts accordingly. This structure seeks to prevent short-term market movements from disrupting long-term financial objectives.
Investing According to Your Convictions
Many clients also want their values reflected in how their investments are managed. Our approach allows for thoughtful alignment between investment decisions and a client’s deeply held convictions.
Integration
Investment management does not operate independently. Portfolio decisions influence tax planning, estate strategy, liquidity, and generosity.
Our advisors coordinate investment strategy within your broader financial plan so your investments serve the life and legacy you intend to build.
