Who We Serve
Every Journey Begins With A First Step
At Blue Trust, we are proud to meet our clients where they are. Everyone begins their journey by taking one step at a time. Let us help manage your wealth based on biblical principles.
At Blue Trust we believe women have a critical voice in the financial world. For over 40 years, we have served and championed women—intentionally including them in the planning process and equipping them with financial knowledge. We value the wisdom, discernment, and experiences that women bring to the table and believe they have an important and equal role to play.
We welcome the opportunity to partner with women in all stages of life and walk their journey with them. Our advisors help women answer questions like:
Click below to view our services tailored specifically for women.
The Business Consulting division focuses on helping companies seeking greater purpose, needing strategic advice, and anticipating major ownership change. We work with companies and owners who want to develop a purpose-driven organization through intentional planning and a continued focus to achieve. If you need help answering any of these questions, then contact our team today.
Click below to view our comprehensive services for business owners.
At Blue Trust Family Office, we know the difficulty of transferring wealth well. We know how important it is for your estate plans to reflect your values. We know that achieving your financial goals is critical. But we also know that wealth transferred to future generations without the necessary wisdom to manage and steward that wealth can have generational implications.
Click below to view our unique services tailored specifically for family offices.
Blue Trust Ministry Services helps faith-based ministries more effectively serve affluent and superaffluent donors by increasing the effectiveness of key generosity indicators in their donors’ lives. If your Ministry has a compelling mission, a committed board and leadership team, and an inspiring strategic plan, then Ministry Services can help. God has developed faithful financial partners, many of whom have been entrusted with significant resources. One key to accomplishing your mission is to inspire both current and prospective donors to radical generosity.
Click below to see how our services can help you identify and keep major donors for your organization.
Demario and Tamela Davis
NFL Athlete & Founders of Devoted Dreamers Foundation
The Sports & Entertainment Division of Blue Trust has over 35 years of experience in serving the unique needs of professional athletes, coaches and entertainers. We serve over 120 professional athletes and coaches across the MLB, NFL, NBA, NCAA, PGA Tour, and more, with advisors who have experience serving athletes in each sport. We can help you define your financial goals and take the necessary steps toward accomplishing them while providing biblical wisdom throughout the process.
Click below to view our services that cater directly to the needs of professional athletes across the country.
Blue Trust Institutional Investment Management offers investment management services to endowments, foundations, charitable trusts, churches, ministries, and operating assets. We believe investments are a means to fulfill an organization’s mission and therefore align their portfolio with their faith-based principles. Our dedicated team of professionals combines biblical wisdom and technical expertise to help institutions steward their resources wisely and maximize their impact.
Click below to view our Institutional Investment Services.