BR MDA

The BlueRock Investment Committee oversees various core investment offerings on behalf of BlueRock clients via a Managed Discretionary Account (MDA). The ‘MDA’ provides BlueRock with discretion (within defined risk parameters) to make proactive portfolio changes, without requiring approval from clients on each occasion. This helps us to deliver a more active, efficient and from our perspective, a better risk managed solution. Our investment solution is not a BlueRock product, we do not invest into ‘in-house’ investments, and at no stage do BlueRock directly hold or transfer any client assets. Our service is one of portfolio management, which can be turned off by you at any time, without needing to sell your investments.