Why Blue Map Capital (Blue Map)

Our Promise

It’s no surprise Wall Street puts itself first and the financial interests of its clients second. It’s easy to do when investment fees are tied to the amount of assets under management rather than actual investment performance.

We founded Blue Map Capital because this isn’t right. We act solely in your best interests, not ours or anyone else’s. We believe accountability and transparency are your inherent rights as an investor, and your financial partners should succeed only when you do.

“Throughout 50 years of history, there hasn’t been any method more lasting than the idea of buying basic value – buying what is available at the lowest price in relation to the true value of the corporation.”

– Sir John Templeton

A fiduciary is someone who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons).

Unlike traditional vendors who only care about one thing (profit), Blue Map is your trusted fiduciary. We are held to the highest legal standards of duty and care, legally prohibited from engaging in conflicts of interest with our clients. We stand shoulder-to-shoulder with you as your Plan Sponsor and trusted ally.

What sets Blue Map apart from the pack?

Shared Goals:

We own what you own. If it’s the right investment for you, it’s the right investment for us.


We have over 40 years of combined experience in the investment business. We offer comprehensive, investment-grade services to our clients.

Best-in-Class Investments:

Blue Map and our advisors research over 600 mutual fund families and 15,000 potential Mutual Fund and Exchange Traded Fund (ETF) choices to find best-in-class investments—and we purchase institutional grade, low fee, no-load investment products, not available to the retail public.

Pre-Eminent Research:

We uses analytic research from pre-eminent investment research firms such as TD Ameritrade, Morningstar, Standard & Poor’s, Argus Research, Charles Schwab, Ford Equity Research and others.

Sophisticated Asset Allocation:

We offer different asset allocation models customized for you, with a broad range of asset classes represented (e.g., large cap value, small cap growth, emerging markets, short-term fixed income or real estate investment trusts, etc.) Our investment allocation models are designed for your long-term success.

Active Management:

We provide ongoing, active management of your account(s)—ensuring there is no significant overlap in investments in the ETF’s and mutual funds you own. We conduct quarterly reviews of your account to see whether investment rebalancing is required, and modify your investments to accommodate changing circumstances in your life.

Outstanding Client Planning:

We provide you with a complementary Client Wealth Management Investment Policy Statement, which organizes all your financial affairs in one convenient place for you and your heirs. You will also receive client-specific quarterly performance reports against your benchmarks.


We provide a full array of insurance products, including annuities, life, long-term care and disability insurance, as well as referrals to estate planning experts and similar legal and tax advisors.

Best-in-class Custodians:

Our client assets are held by a 3rd party custodian, TD Ameritrade or Charles Schwab, two of the largest financial services firms in the world. TD Ameritrade provides investment and trading services to nearly 6 million accounts that total more than $500 billion in assets.


TD Ameritrade is a member of the Securities Investor Protection Corporation (SIPC), which provides up to $500,000 of protection to securities in your account; and provides an additional $149.5 million in protection for each client through supplemental coverage provided by Lloyd’s of London.

Fiduciary Care and Loyalty:

We are a fiduciary to you, not a broker. This means we are legally required to ensure that each investment recommendation we make is based on your best interest alone, not ours or anyone else’s.

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