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Blue Chip Partners In the News

Catch our latest press mentions and see how we’re shaping the financial conversation among industry leaders and major media outlets.

News and media activity featuring Blue Chip Partners. Read educational articles in popular publications on topics including investment management, financial planning, and more.

Blue Chip Partners In the News

Catch our latest press mentions and see how we’re shaping the financial conversation among industry leaders and major media outlets.

News and media activity featuring Blue Chip Partners. Read educational articles in popular publications on topics including investment management, financial planning, and more.

Disclaimer: Links to appearances and articles featuring representatives of Blue Chip Partners are provided for informational purposes only and should not be considered a recommendation of any particular investment product or service or the rendering of individualized investment advice, which must always be evaluated by a prospective investor in consultation with his or her own financial adviser and in light of his or her own financial circumstances, including the investor’s investment horizon, appetite for risk, and ability to withstand a potential loss of some or all of an investment’s value. 

 

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InvestmentNews

Managing Partner Daniel Seder, CFA®, CMT, CFP® and Chief Investment Officer Daniel Dusina, CFA® discuss why regulatory frameworks paired with an adoption of technology is crucial to successfully diversifying an executives’ portfolio while remaining in line with regulatory restrictions.

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MoneyLife
Money Life Podcast

Chief Investment Officer Daniel Dusina, CFA® joins the Market Call on the Money Life Podcast with Chuck Jaffe to discuss the specific underpinnings of Blue Chip Partners' quality-oriented investment philosophy, the various beneficiaries of structurally elevated demand for power in the U.S., and quick takes on select large-cap stocks. The final segment includes an outline of why he prefers Arista Networks Inc. over Cisco Systems Inc., and why he views PepsiCo Inc. as better positioned than The Coca-Cola Co. Additional companies highlighted include Xcel Energy Inc., GE Vernova Inc., Quanta Services Inc., Eaton Corp plc, Novo Nordisk A/S, Eli Lilly & Co., Merck & Co., and McDonald's Corp. 

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WealthTech Today 

Erin Goss Featured on The WealthTech Today Podcast with Host Craig Iskowitz Blue Chip Partners Chief Operating Officer, Erin Goss CFA, CAIA, CIMA®, CFS®, spoke about the firm's operations, marketing, and technology. Erin discussed key elements of our tech stack, including Tamarac, eMoney, Holistiplan, Fi360, and the Microsoft Office suite. She highlighted the company’s transition to SharePoint for document management and the use of Microsoft Intune for enhanced security. Erin emphasized the importance of balancing new technology adoption with existing systems to avoid overwhelming staff.

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DeVoe & Company’s Elevate Conference Coverage by CITYWIRE

Amid an industry ‘crisis’, three RIA heads tell succession success stories - Payton Guion  Robert Steinberg, CEO & Founder was honored to represent Blue Chip Partners at DeVoe Elevate 2024 for an engaging panel dialogue. He was on stage in front of 200 advisors sharing insight on ownership succession, management transition, and developing the next generation of leaders.

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USA TODAY

Blue Chip Partners was ranked the #1 firm in Michigan and 82nd nationally in the 2024 USA TODAY’s Best Financial Advisory Firms list. We are thrilled to announce that our firm has been honored with a prestigious award presented by USA TODAY and Statista Inc., a leading statistics and industry ranking provider. This recognition was announced on April 24th, 2024, and can be viewed on USATODAY.com. Thank you to our clients and team for making this possible!  For more information and ranking methodology click here https://www.bluechippartners.com/wp-content/uploads/2024/08/USA-TODAY-DISCLOSURE.pdf

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Forbes

Forbes Best-In-State Wealth Advisors (2024)  CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both named Best-in-State Wealth Advisors under the Michigan – High Net Worth category by Forbes - SHOOK RESEARCH: ranking #18 and #19 respectively.  Click here to view the full methodology used for ranking.

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