Blue Chip’s investment philosophy revolves around the management of high-quality companies that pay and grow dividends. Since dividends represent actual cash flow - not paper profits - we can integrate a diversified, predictable, and growing income stream into your long-term financial plan.
Our Core Investment Philosophy
The Blue Chip Core 25 Stock Model generally represents at least 80% of the equity allocation with the remaining 20% allocated to stocks that do not meet our strict dividend criteria. Depending on your risk tolerance, a client’s portfolio will also usually include an allocation to a variety of Fixed-Income ETFs and/or actively managed mutual funds.
+ dividends are not guaranteed and must be authorized by a company’s board of directors
* an unmanaged index of 500 widely-held stocks that is generally considered representative of the U.S. stock market