Your financial future deserves more than a bank
We believe that high-net-worth individuals and entrepreneurs deserve a level of service and expertise that goes beyond what traditional banks can offer.
Your needs first
We take the time to get to know our clients and develop a personal relationship built on trust, expertise and a thorough understanding of goals and objectives.
Performance matters
We run well-constructed, disciplined, strategic portfolios that generate strong risk adjusted performance for our clients.
Responsible Investing
We invest in ethically and socially responsible companies, balancing performance, risk management, and positive impact on the environment and community.
Why choose Us?
BlueSky Investment Counsel Tailored Financial Strategies for Each Client
Banks and other financial institutions may offer generic solutions that may not fully align with your unique financial situation. At BlueSky Investment Counsel, we take the time to understand your individual needs, goals, and risk tolerance.
A team of experts working with you
Unlike many financial institutions, where you may be just another account number, we provide each client with a dedicated financial advisor who is always available to offer guidance and answer your questions. This personalized approach ensures that you receive the attention and expertise necessary to navigate complex financial landscapes.
Comprehensive wealth management services
Our services extend beyond simple investment advice. We offer a holistic approach to wealth management, including estate planning, tax optimization, philanthropy, and succession planning. Our goal is to ensure that every aspect of your financial life is seamlessly integrated and working towards your long-term success.
Exclusive investment opportunities
Our clients have unique access to exclusive investment opportunities that are not available to the public. We leverage our extensive network and industry expertise to bring you private equity, venture capital, and other alternative investments that can significantly enhance your portfolio.
Superior client service
We pride ourselves on offering a level of client service that surpasses that of traditional banks. Our team is dedicated to providing prompt, transparent, and effective communication, ensuring that you are always informed and confident in your financial decisions.
We are Committed to Your Success
Our personalized approach and comprehensive services ensure that you receive the highest level of care and expertise, set the stage for a prosperous future.
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