Everything you need for your financial journey.

At BlueBird Advisors, our goal is to make planning and preparing for tomorrow easy so you can enjoy today. To achieve this, we offer all the services you need, all in one place. And, if we can’t provide a specific service or necessary expertise, we will find a professional who can.

VISUALIZE THE POSSIBILITIES

Investing in Digital Assets

There currently are a variety of methods to gain exposure to the digital asset space. Among the current solutions for advisory clients are:

  • Individual equities
  • Index and mutual funds
  • Separate Managers
  • Private offerings *requires pre-approval

In addition, with each passing month, more digital asset investment products are being introduced from large investment firms. Many companies are building bridges to connect the two worlds.

Digital assets investments should be a small part of an investor’s allocation in line with the client’s objectives and risk tolerance. For the appropriate client, BlueBird Advisory integrates digital assets with other alternative investments that together may add value to a core stock and bond portfolio.

SCHEDULE A TIME

to learn more about our digital asset solutions.

Peter Ruh has obtained DACFP’s Certificate in Blockchain and Digital Assets® presented by the Digital Assets Council of Financial Professionals and the New York Institute of Finance and knows how to incorporate digital assets into practice management and all regulatory, compliance and tax issues.

Investment Management

We manage portfolios under an open architecture model with the freedom to find high-quality investments and put them in service for our clients.

Our portfolios integrate three strategies:

  • Low-cost passive indexing
  • Active management
  • Alternatives

We aim to maximize tax efficiency. We balance cost with the quality of the investment manager or product. We build portfolios as a coach makes an athletic team. There are offensive as well as defensive players. We research and screen to find top-quality players for each position.

Most importantly, we believe regular collaboration with our clients improves the quality of the investment portfolio and the client’s financial plan.

Tax Planning

No matter what stage you are on your financial path, taxes are a big consideration when assessing your financial health. It goes beyond choosing what accounts or vehicles you choose to get you to and through retirement. It is about taking a look at the whole financial picture and making decisions that will help you get to your goals in the most tax efficient way. Through intentional portfolio construction, thoughtful business or career planning, and education on how these decisions and strategies can impact your financial future, we help create a trail map for your financial future.

Incentive Stock Options

When employees stock option planning is needed, we have experience working to develop strategies that consider tax implication and best integrate into your overall financial and retirement plans.

How It Works?

Let’s get started

1. Schedule
an appointment

2. Meet in person or via video conference.
3. Start developing a customized strategy.
Digital assets offered to advisory clients must be registered securities with the SEC and trade on one of the recognized major exchanges.
Money back guarantee is valid for six months after the date of engagement letter is signed. Contact BlueBird Advisory at (303) 477-1144 for further information.

(303) 477-1144

peter.ruh@bluebirdadvisory.com

4845 Pearl East Circle, Suite 101 Boulder, CO 80301

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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC  (“RFG Advisory” or “RFG”), a registered investment advisor. Bluebird Advisory and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Additional links

Insurance products and services are offered through a number of insurance providers including RFG Solutions LLC, an affiliated company of RFG Advisory.