Ronald Blue & Co.

We begin with you - where you are now and where you want to go.

• LISTENING Everyone has a story. Understanding yours is critical to effectively managing your investments. We ask the right questions...then listen.
• PERSONALIZED INVESTMENT STRATEGY Which investment is better - stocks or bonds, real estate or hedge funds? It depends on what you are trying to accomplish. We believe successful investing is a strategy, not a guess on where the market is headed. We develop a multi-asset, multi-style, multi-manager portfolio suited to your unique risk tolerance, time horizon and income need.
• MANAGER SELECTION Our Investment Research Group selects premier money managers in multiple asset classes using rigorous quantitative selection criteria.
• MONITORING Our portfolio managers are regularly monitored to ensure they continue to perform as expected. Managers who fail to meet our strict criteria are replaced. Additionally, we keep a close eye on your asset allocation, making sure that your investment mix stays in proper alignment with your objectives.
• CLEAR COMMUNICATION Our account statements are clear and concise. Earnings are stated in both dollars and percentages on a quarterly, yearly and since inception basis. Our fees are not a mystery. We believe phone calls, email and face-to-face meetings are important. We are available to you.