Welcome to BlueBird Advisory. I’m Peter Ruh, the founder and sole advisor with over 40 years of experience in investment management and real estate. My role involves managing over $100 million in assets for nearly 65 families, a testament to their trust in my commitment to delivering personalized financial solutions tailored to their unique needs.
“Crippled but Free, I was blind all the time I was learning to see.”
Effective investment management demands ongoing time and attention. I handle detailed research and portfolio oversight, allowing you to focus on what matters most in your life.
Staying motivated through market fluctuations can be challenging. I bring the dedication and persistence to keep your investments on track and aligned with your goals.
Navigating complex market dynamics requires specialized knowledge. With over 40 years of experience, I offer the expertise to craft and manage strategies tailored to your financial objectives.
Investing in professional advice might initially seem like an extra expense, but it frequently offers value far surpassing the cost. At BlueBird Advisory, you gain access to advanced strategies and exclusive opportunities designed to enhance your wealth and financial stability significantly.
To underscore my commitment to making exceptional financial management accessible, I am offering a special 50% discount on the first year of Investment Management services for fellow outdoor enthusiasts as a token of my appreciation for your passion.
You can learn more about our pricing and exclusive offers on my Pricing Structure page.
At BlueBird Advisory, my investment philosophy centers on founder-led companies known for their track record and innovative drive.
Research consistently shows that these founder-led businesses often outperform traditional market indexes. I offer three primary investment strategies—from conservative, income-generating options to more aggressive, growth-focused plans.
Each strategy emphasizes investments alongside visionary founders and capitalizes on disruptive technologies including Bitcoin’s revolutionary blockchain technology that continues to reshape the financial landscape
In addition, I collaborate with clients to develop custom strategies based on their existing holdings and preferences. Option strategies are also available for various purposes.
Active management ensures that your investment portfolio aligns with your long-term goals and adapts to evolving opportunities.
Through strategic partnerships with industry professionals, I offer access to exclusive investment opportunities, including real estate 1031 solutions, oil and gas investments, and other unique assets with significant tax advantages, usually not offered at larger firms.
Offering these specialized investments was a key reason for founding BlueBird Advisory. I assess the suitability of these alternatives within your portfolio and may recommend them if they align with your financial goals and strategy. This tailored, comprehensive approach enhances your financial success.
To ensure the highest service and security standards, I collaborate with reputable partners such as Fidelity and Schwab, who act as custodians for your assets, and Secure Financial of Troy, Michigan, which manages my compliance and provides access to various investment solutions.
Additional services include tax planning, lending and insurance.
These partnerships reinforce my commitment to delivering reliable, transparent, and effective financial management.
Schwab Advisor Services, a Charles Schwab & Co., Inc. division, acts as a qualified custodian offering our clients trade clearing and custody services. Schwab has been providing these services to RIA firms for over 30 years
Fidelity Institutional®, a division of Fidelity Investments, acts as a qualified custodian offering trade clearing and custody services for our clients. Fidelity has been providing these services to RIA firms for over 20 years.
Our market-leading, best-in-class financial planning solution enables the delivery of trusted dynamic plans
Secure Financial Group’s mission is to help create and maintain wealth for our clients through long-term, effective, financial management. We take pride in our client relationships based on trust, competent professional service, continual communication, and prompt personal service.
We are navigating significant economic turbulence, marked by volatile interest rate movements, soaring government deficits, and persistent inflation. Cultural and political upheaval further complicates this environment.
However, disruptive technologies such as AI, autonomous robots, and Bitcoin offer the potential to drive higher productivity and pave the way for a brighter future.
Balancing these innovations with inherent risks is crucial for developing a resilient and forward-thinking investment strategy.
The name “BlueBird Advisory” draws inspiration from the term “Bluebird Day,” mountain lovers use to describe a perfect blue-sky day in Colorado and the Rocky Mountains. Just as Bluebird Day signifies ideal conditions for outdoor adventures, I aim to provide optimal financial strategies for your success.
The bluebird symbolizes good things to come, reflecting my dedication to helping you achieve your financial goals and envision a brighter future.
Commitment to Exceptional Service At BlueBird Advisory, my dedication to client service is reflected in every aspect of my approach. I am deeply passionate about understanding the unique vision behind each investment and integrating these insights into long-term strategies.
This focus on aligning with your goals ensures that our partnership is centered on creating meaningful, sustained value.
If you share my passion for nature and outdoor activities—hiking, skiing, biking, gardening, or simply enjoying a sunny day—we already have a common perspective on life’s priorities. This shared appreciation enhances our connection and helps me better understand what matters most to you.
Additionally, sign up for my bi-weekly BlueBird Newsletter to receive curated insights from leading publications and exclusive powder alerts during the season. Stay informed and ahead of the storms with the latest updates and expert advice. Unsubscribe at anytime.
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.
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.
