BlueCreek Investment Partners, LLC, is an SEC-registered investment advisory firm under the Investment Advisors Act of 1940. Established in 2003 in Huntsville, Alabama, BlueCreek operates as an independent wealth management firm with a focus on high net worth clients and businesses.
As founding partner, Robert Mayes started a firm that would give home to experienced investment advisors with high standards for service and ethics. With diverse backgrounds from within the financial industry, BlueCreek’s investment advisors and staff represent over 200 years of combined experience. They put these qualifications to work daily by delivering solid, goal-oriented solutions for each of their clients.
At BlueCreek, we believe that financial planning is a personal business that requires mutual respect, understanding, and trust. Our business is structured in a way that promotes this kind of interaction between our advisors and their clients.
Our goal is to provide peace of mind by adding value to clients’ lives through conscientious stewardship.
We understand how important our work is to our clients, and we consider their trust a great privilege. By investing in good relationships, BlueCreek is able to deliver highly customized service that focuses our expertise on each client's unique set of needs, priorities, and objectives.
The personal nature of service at BlueCreek informs some of the most important aspects of the way we operate. We’ve instituted the following policies to ensure that your interests always come first:
June 18, 2015 – Keel Point, LLC is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. [more]