About BlueCreek | BlueCreek Investment Partners

About BlueCreek Investment Partners

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.

Philosophy

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.

Methodology

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:

Custody of client assets—BlueCreek never takes control of client assets. All funds invested through BlueCreek are handled by third-party custodians. This maintains the separation between our advisors and your money. We are stewards of your funds and we only act in your interest.
Fiduciary responsibility—As a registered investment advisory firm, our advisors have a fiduciary relationship with their clients. This means that BlueCreek advisors are obligated to place client interests before all others.
Local leadership—The professionals at BlueCreek are proud to be active members of the community. Since 2003, BlueCreek advisors have been involved in the schools, churches, and organizations of Huntsville and North Alabama.
Accountability—BlueCreek advisors do not answer to a corporate headquarters; they undergo several independent audits annually, and they are closely monitored by the BlueCreek Advisory Board.

BlueCreek Advisors and Staff →