Bluedog Advisory
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A Financial Services Company for ALL Generations

We asked our own families to define “What's most important to us?” We each made a list. Travel. Time with Family. Sharing. Talking. Adventure. Relaxation. Family Projects. Building a gaming PC! In the middle of one of the lists sat the name of the family dog, Blue. The name of our firm, and our BlueDog logo are a daily reminder to all of us that financial goals should be born of a deep and tangible understanding of each client’s unique list of passions and priorities. We also recognize the need to respond appropriately to each generation we are privileged to serve – through flexible choice access and interaction, and through the delivery of a wide range of investment products and solutions.

#TRUEBLUE
true-blue
troo bloo
noun.


extremely loyal or orthodox.

synonyms: staunch, loyal, faithful,  stalwart, committed, card-carrying,  confirmed, dyed-in-the-wool, devoted,  dedicated, firm, steadfast, unswerving,  unwavering, unfaltering

A TrueBlue Partner Dedicated and Committed to YOUR Financial Needs for Generations to Come!

You need a partner who is knowledgeable and experienced, but also kind, compassionate, empathetic and trustworthy.  You need a partner who is willing to OWN each and every goal and priority in tandem. . .

You deserve a partner who is TrueBlue in every sense of the word.

WHO WE ARE

“Right Sized” to Service YOUR Needs and “Open Minded” to NextGen Investment Opportunities

Blue Dog Advisory is an independent and “Right Sized” registered investment adviser firm offering financial planning and investment management services to a wide range of clients. Combining the best of the old and new ages, we draw on the latest communications and information technology to ensure state-of-the-art financial and investment advice. We retain the advantages and amenities of the small, traditional firm, including highly personalized service and flexibility. We proactively monitor client positions in our diligent determination to meet client needs in the face of changing economic environments. Finally, we work to understand and embrace emerging technology (supporting immediate, “on demand” access to data and advice) and investment opportunities (including private equity and crowdsourced investments) in concert with the needs and values of ALL of our clients.

Our Process

If you don’t know where you’re going, it’s easy to get lost. So, the very first thing you need to decide is what you’re hoping to achieve on this journey . . .

YOUR goals drive OUR process.  
(It’s not the other way around.)

Step 1: Dialog

Begin a Dialog Either in Person or Online. YOUR Preference.


INVEST
to Support the People and Experiences that Truly Matter to You

Step 2: Review

Establish a Clear Understanding of YOUR Needs, Goals & Objectives.


I
NVEST with People You Want to Do Business and Experience Life With

Step 3: Develop

Develop Custom Investment Strategy. Monitor & Report. Continue the Dialog. On YOUR Schedule.



INVEST with Intention.  
INVEST with Purpose.

Our Team

We consistently work as a coordinated, cohesive team to offer extraordinarily personalized and comprehensive support to ALL of clients in the way & on a schedule that works best for THEM.


Dixon

Dixon Karmindro
Investment Strategies

Ann

Ann Taylor
Client Strategies

Tracey

Tracey Magee
Client Service & Engagement

Our Team

We consistently work as a coordinated, cohesive team to offer extraordinarily personalized and comprehensive support to ALL of clients in the way & on a schedule that works best for THEM.


Jonathan

Jonathan Self
Regulation & Compliance

Josh

Josh Finkelstein
Technology Consultant - Crucial Systems, LLC
our services

Philosophy And Methodology

Rooted in Tradition. Running Towards the Future

“Have the courage of your knowledge and experience. If you have formed a conclusion from the facts and if you know your judgment is sound, act on it – even though others may hesitate or differ. You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right.”

– Benjamin Graham (father of value investing, investor, economist and professor)

Philosophy

Blue Dog Investment Advisory adheres to a straightforward fundamental investment philosophy built over multiple market cycles. The guiding principles of which revolve around the belief that while sentiment is fleeting, fundamentals endure. We believe broadly in the concepts of quality, diversification and long-term holding periods. However, we also recognize the need to remain agile in the presence of changing market circumstances and emerging investment trends and opportunities. Our methodology defines the process in support of that delicate balance.

Investment Methodology

BlueDog Advisory utilizes different investment strategies to meet client needs. We generally focus on risk adjusted returns in an effort to optimize the potential return profile of client accounts. In order to meet client goals, we typically employ broad diversification. However, client accounts may be concentrated at times and the portfolio composition will vary according to the current views and market outlook determinations of our advisors.

Financial Tools

WHAT'S YOUR TrueBlue RISK TOLERANCE?

BlueDog Advisory is proud to partner with TOLERISK® to offer ALL of our clients Advanced Financial Risk Tolerance Assessment. Unlike traditional risk  assessment tools which focus primarily on the client's willingness to accept risk, Tolerisk® measures the client’s willingness and their ability to take investment risk by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive.

Discover YOUR TrueBlue Tolerance TODAY!
Start HERE!

TrueBlue FINANCIAL PLANNING

BlueDog Advisory has partnered with RightCapital to offer Next Generation financial planning solutions with "simple sophistication." RETIREMENT PLANNING; BUDGETING; SAVINGS, CASH FLOW MANAGEMENT, INSURANCE NEEDS ANALYSIS; SOCIAL SECURITY & WEALTH DISTRIBUTION SCENARIO COMPARISONS.  Secure digital data input supports seamless collaboration and easy updates.

Launch YOUR TrueBlue Financial Plan TODAY!
Start HERE!

Educational Resources


There is so much information available on the internet these days.  But who has time to dig through it all? And how do you know whether or not you're getting good information & guidance?  BlueDog Advisory recommends the following partner resources for quality educational content.


SmartAsset is a financial technology company empowering people to make smarter financial decisions. With dozens of tools and calculators, plus data-driven studies and helpful advice, SmartAsset is the web’s go-to resource for personal finance information. BlueDog Advisory is proud to partner with the SmartAsset team to provide our clients access to a library of educational materials across a broad range of topics - credit, mortgage, insurance, taxes, student loans, business loans, estate planning, investing & more. We love the Tax, Retirement & Investment CALCULATORS for quick & easy "what if" scenario comparisons.  We also like the educational blog content produced exclusively by the SmartAsset editorial team.

Click here to access SMARTREADS on all things related to personal finance!

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Our Creative Crew

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Marc Anthony
Web Design
Elios Valmonte
Manager
Ben Moned
Design Product
Maria Averon
Marketing Design
Elios Valmonte
Menager
Ben Moned
Design Product
Maria Averon
Marketing Design
Marc Anthony
Cofounder

Our Process

If  you  don’t  know  where  you’re going,  it’s easy  to  get  lost.  So,  the very  first  thing you  need  to  decide  is  what  you’re  hoping to  achieve on this journey . . .

YOUR goals drive OUR process.  
(It’s not the other way around.)

Begin a Dialog Either in Person or Online. YOUR Preference.

Step 2: Review

Establish a Clear Understanding of YOUR Needs, Goals & Objectives.

Step 3: Develop

Develop Custom Investment Strategy. Monitor & Report. Continue the Dialog. On YOUR Schedule.

Affordable Pricing

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SMALL
Free
30 days trial
Free Space
10 Project
Password Protection
Support
MEDIUM
50$
Monthly
Free Space
10 Project
Password Protection
Support
LARGE
100$
Monthly
Free Space
10 Project
Password Protection
Support

Recent Projects

Fabrics of contemporary colors and textures and suitable and appealing on old chairs.Modern lighting and ventilation enhance otherwise traditional rooms.

120+ PROJECTS
ALL OVER THE WORLD

Fabrics of contemporary colors and textures and suitable and appealing on old chairs.
Modern lighting and ventilation enhance otherwise traditional rooms.

BUY TEMPLATE NOW

What they Say's

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Say HELLO!

Are you a client or financial services provider in search of a TRUEBLUE Partner?
We’d be delighted to meet you!

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