Who We Serve

Individuals & Families

Family at a Beach

Would you like to feel financially secure? Did you know that your investments can make you money AND make a better world? Whether it is aligning your investments with your values, sorting out a life transition, dealing with an inheritance, planning for retirement, or saving for a child’s college education, we take the time to get to know your needs and goals, establish a plan of action, and ensure that you keep on track.

  • Life Goals and Needs Assessment

  • Cash Flow Analysis

  • Tax Planning

  • Estate Planning

  • Life Insurance & Long-term Care Insurance

  • Investment Analysis & Recommendations

  • Sustainable Investing for Socially Conscious Investors

  • Plan Implementation

  • Ongoing Monitoring and Annual Reviews

Companies

Is your 401k plan up-to-date? Are you considering whether to start a company retirement plan? Offering employees the opportunity to invest in a 401k or other company sponsored retirement vehicle can help attract and retain the right kind of talent to your firm, encourage a sense of loyalty and commitment, help contribute to a positive corporate culture, and improve productivity; all key factors in your company's long term success.In addition, offering sustainable &responsible investments in your company's retirement platform sends a message to your customers and the community that you are committed to being a responsible organization and that your company is a leader within your industry. We act as fiduciaries overseeing your company retirement plan. We provide due diligence reports on the plan custodian, TPA, and fund managers, and meet semi-annually for employee education and new sign-ups. It is our goal to ensure that your retirement plan is meeting the company objectives at all times.

  • Plan Document Setup

  • Fund Selection

  • Participant Education

  • Company Retirement Plan Presentation

  • Electronic Payroll Deductions

  • Fiduciary Oversight of Plan

  • Annual Plan Review

  • Fund Monitoring

  • Form 5500 tax filing

  • ERISA testing

  • Custodian and Third Party Administrator (TPA)

Arriving to Work

Mission-Driven Organizations

Market Analysis

Do you know what investments are in your non-profit portfolio? Are these investments working for or against your mission? Most endowments and foundations are established to help further a particular cause and therefore it makes perfect sense that your non-profit monies be aligned with your purpose. This can be accomplished by implementing Mission-Driven investing. Working with Blue Summit to implement a Mission-Driven investment strategy will give your non-profit the clarity and confidence to move forward with aligning investments with the mission of the organization.

  • Investment Committee Education

  • Create Investment Policy Statement (IPS)

  • SRI Investment Selection

  • Develop Proxy Voting Guidelines

  • Portfolio Oversight and Quarterly Rebalancing

  • Annual Review of Strategy

  • Performance Monitoring and Reporting

  • Community Investment Selection

  • Donor Presentations