Bluebird Advisory offers personalized investment management solutions in Boulder, Colorado—
designed to help you build and protect wealth with a disciplined, client-first approach.
With 40+ years of experience, I offer a forward-thinking, client-centric investment approach.
Unlike advisors who rely on one-size-fits-all ETF or mutual fund models, I actively integrate individual stocks with complementary funds. This personalized approach can potentially reduce expenses and enhance returns.
Investing in innovative founder-led companies and disruptive technologies for sustained growth.
Transparency, ethical practices, and a long-term perspective to navigate economic uncertainties.
Beyond investment management—tax and financial planning, lending solutions, and insurance advice.
Rebuild trust and achieve lasting financial success with a tailored, strategic approach.
Founder-led companies, often driven by entrepreneurial vision, excel for several reasons
Research shows they frequently outperform traditional benchmarks, delivering superior returns. [1]
Their personal stake fuels long-term success and innovation, fostering agility and creativity.
They grow faster, hold more patents, and offer competitive advantages and better market performance. [2}
At Bluebird Advisory, we focus on innovative founder-led companies with proven records and the potential to leverage technological advancements. Each strategy is carefully balanced for its risk profile and incorporates a range of asset classes, aiming to deliver strong performance over time.
Focus: Steady income with conservative assets and growth opportunities.
This includes dividend paying stocks, bonds (30-60%), other income assets, founder-led growth stock investments, and Bitcoin.
Goal: Balance high income with growth potential and currency protection.
Like a groomed green ski run, this strategy offers a smoother, steady ride with a focus on reliable income.
Focus: Blend of growth and income.
Includes: Equities, fixed income (20-40%), founder-led investments, and Bitcoin.
Goal: Stability and growth, with currency protection.
Similar to a moderate blue ski trail with occasional challenges, this strategy balances growth with stability.
Focus: Slightly more aggressive than Blue.
Includes: Equities, innovative tech, finance, founder-led companies, and Bitcoin.
Income: Bonds and income assets (15% or less).
Goal: Higher growth potential while balancing risk.
This strategy is like a challenging black ski trail for those ready to navigate more complex and potentially rewarding opportunities.
Tailored: Strategies that complement your core holdings.
Benefit: Custom solutions fit your unique needs.
Think of this approach as a guided Heli-ski day. We tailor the experience to your preferences and skills, ensuring a personalized and rewarding journey through the investment landscape.
All strategies use publicly traded equities and funds and integrate Bitcoin into each.
I spread investments across asset classes and sectors to reduce exposure to any single risk.
Rigorous analysis and ongoing monitoring ensure that investments align with your goals and adapt to market changes.
I adjust strategies in response to market trends and economic shifts to protect your investments.
Every investment carries some level of risk. I understand this and take proactive steps to address it.
By employing diversified strategies and continuous monitoring, I work to minimize potential downsides and protect your investments.
Discover how my tailored investment management strategies can transform your financial future. Let’s explore how a client-centric approach, grounded in founder-led innovation and comprehensive risk management, aligns with your goals.
See why Bluebird is right for you.
Reach out directly to discuss your needs and how we can tailor our strategies to your objectives.
Prefer a personal touch? Give me a call to have an immediate conversation about your investment goals.
Book a specific time that works for you using my online calendar for a detailed discussion.
Contact Me to schedule your consultation or get more information.
