Blue Chip Partners Email Format

Investment ManagementMichigan, United States51-200 Employees

Blue Chip Partners, LLC is a privately held registered investment adviser headquartered in Farmington Hills, Michigan, offering financial planning and investment management services to high net worth individuals and families. The team includes professionals with designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Market Technician (CMT), and licensed attorneys in Michigan. Its equity approach centers on owning individual blue-chip companies that are dividend growers or industry leaders, with an emphasis on cost efficiency and tax-aware portfolio management. While the firm uses third-party managers for international stock and bond allocations, it relies on low-cost offerings and strategic diversification, supported by a centralized in-house investment department and committee. The advisory team has developed specialties serving corporate executives with concentrated stock positions, professionals, and clients nearing retirement. In May 2024, Blue Chip Partners participated in DeVoe Elevate 2024, with chief executive officer and founder Robert Steinberg representing the firm on a panel.

Sign up for free to view info

Company overview Employee directory