The BlueCreek Advantage
At BlueCreek, we believe that good values make good business. That's why we treat every client with respect, regardless of his or her income level or investment experience. In addition to providing seasoned financial advice, we strive to get to know our clients so that we can serve their specific needs. We have built our business around these strategies to ensure that achieving your goals is our primary motivation.
Fee-Based Compensation
Fee-based compensation means that we make money based upon a percentage value of the funds we manage, and not on commissions or hidden fees. At BlueCreek, we're not interested in second-guessing the market or pushing transactions; our strategies are for sound, long-term investments that achieve your goals. When you sit down with one of our investment advisors, you can be confident that he or she is always on your side of the table, applying our committed expertise directly to your needs.
Independent Research
BlueCreek doesn't rely on any single institution for research. Our independent system allows us to evaluate and aggressively compare funds and investment strategies from a broad array of sources. This gives us the flexibility to use the best analysts throughout the industry, completely independent of the trades we execute. In this way, we hope to ensure investor confidence and to offer each of our clients the best, most personal, one-on-one service available.
Open Architecture
Open architecture means that BlueCreek advisors are not limited to internal products. While closed architecture platforms drastically reduce the number of options available to investors, BlueCreek's open platform provides access to a wide range of outside investments and fund managers. More importantly, open architecture further eliminates the possibility of bias; our recommendations are tailored to the specific needs of each of our clients, and never driven by internal motivations.
These three components define the way we do business, and the level of service that we extend to all of our clients. Together, they represent the BlueCreek Advantage—our policy for extending superior service beyond the expectations of our clients.
An Open Invitation
The best way to learn about our wide array of services is to meet with us to discuss your specific needs. BlueCreek's investment advisors would be happy to hear about your financial goals and offer their professional insight. There is no commitment or cost to you; simply set up an appointment for an introductory meeting and find out how much you can accomplish with our personalized guidance.
View the Latest Updates
Video Commentary / Mar 8
The market rallied last week as the S&P 500 rose 3.1%. [more]
Economic Review / Mar 8
Economic news was the big driver this past week as it included reports on personal income and spending the first part of the week,… [more]
Equity Review / Mar 8
On the back of some good economic news, which included an increase in both the manufacturing and service sectors, the S&P 500… [more]
Video Commentary / Mar 1
We are off to a good start with the market as the S&P closed up a little over 1% today. [more]
Phone: 256.704.5111 | Toll-Free: 866.730.6944 | Fax: 256.704.5110
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