Insurance and Related Services
In addition to investment management services for your 401(k) Plan, IRA accounts and other brokerage accounts, we offer an array of insurance and other products, including:
|Social Security Advice||Annuities||College and Retirement Planning|
|Life Insurance||Group Health||Estate Planning|
|Disability Insurance||Long-Term Health Care|
These services are provided by Blue Map or with licensed service providers selected by Blue Map based on exceptional reputation, quality and reasonable fees. All fees are fully disclosed in advance.
Business Investment Services
Blue Map also provides private business and Taft-Hartley Fund investment services, including Blue Map’s Cash Management Treasury Accounts as well as general investment and financial advice.
CMTA Accounts: Matching Business Cash Flows with High Yield Investments
Many unions, growing businesses, non-profit entities and individuals maintain high cash balances (e.g., $300,000+) in a bank checking account. However, bank sweep accounts typically earn very little interest, often no more than 0.01% – 0.02% (sometimes called 1-2 basis points) per annum. This results in nominal (if any) returns.
Blue Map can help you place excess funds in high-yield investments with maturities that match your businesses’ cash flow requirements.
Individual Investment Services
We offer individual investment services including separate account investment management, retirement planning assistance, insurance referral services (e.g., life insurance and annuities, disability, long-term care) and estate planning referral services.
Our investment goals:
- Minimize your risk in a manner consistent with your individual risk profile
- Minimize your tax liabilities along with you and your tax professional
- Minimize your fees
- Maximize your compounded rate of return
Our investment philosophy
We invest in a combination of ETFs by asset class and industry sector, making direct investments in companies we believe to be intrinsically undervalued.