Of course, we also offer a bespoke portfolio approach for all or part of your investment strategy, should that make sense or be your preference. We actively participate in wholesale/sophisticated investment opportunities where appropriate.
The 4 portfolio options above are governed by the BlueRock Investment Committee. They are not structured as BlueRock products, and we don’t invest in in-house investments, or directly hold or transfer any client assets. Our model is based on advisor-managed accounts, which can be turned off by you at any time, without needing to sell your investments.
We leverage technology that allows us to trade 7 different investment markets globally along with a full suite of other investment offerings.