INVESTMENT PHILOSOPHY

Active Management with a Personalized Lens.

 

Our Core Values Lead Our Client Services

Investments are the cornerstone of a successful long-term financial plan and should be seamlessly integrated into the larger picture. Bluebird Wealth’s rigorous investment management team brings deep experience across asset classes. Our services integrate both of these critical components for our clients – investments and the financial plan. Watch the following videos to better understand our investment philosophies that guide our client interactions. 

SMA vs Financial Products

Stock Evaluation Process

How Do We Personalize Your Portfolio?

We build portfolios primarily with individual securities, which cost less to hold than even the lowest cost ETFs and offer tax advantages and precise portfolio construction. We supplement individual securities with funds where appropriate. Each client has a Separately Managed Account with direct access to their portfolio manager.

Equities: our philosophy is to buy good-to-exceptional companies and aim to hold them for the medium to long term. We are flexible, however, and are able to adapt our style for client needs or market circumstances. We also believe in meaningful use of small and mid-cap companies, client risk tolerance permitting.

Fixed Income: we buy bonds based on client tax status, seldom turn over the portfolio, and do not believe in reaching for return in bond portfolios. We are not afraid to deviate from standard industry bond target allocations when we feel risk/reward characteristics are unfavorable.

Real Assets: we use these sparingly as historical return characteristics are not especially favorable in most cases, although we do believe there are times when the category can be attractive.

Alternatives: we believe derivatives can add important risk control characteristics to portfolios at times. Structured liquid alternatives can also be additive to portfolios.

Re-evaluating your portfolio? Try our free risk assessment below and one of our Advisors will contact you for a complimentary portfolio review. 

CONTACT US

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Bluebird Wealth Management, LLC

Medfield Office

(508) 359-4349
266 Main St.
Suite 19B
Medfield, MA 02052

West Newbury Office

(978) 775-1287
6 Felton Ln.
West Newbury, MA 01985

We serve clients throughout the United States. In-person meetings are available upon request in MA, NH, VT, ME, CT and RI

Bluebird Wealth Management, LLC

Medfield Office
266 Main St.
Suite 19B
Medfield, MA 02052
+1 (508) 359-4349
keith@bluebirdwealthmanagement.com

West Newbury Office
6 Felton Ln.
West Newbury, MA 01985
+1 (978) 775-1287
keith@bluebirdwealthmanagement.com

We serve clients throughout the United States. In-person meetings are available upon request in MA, NH, VT, ME, CT and RI