Following the trend to bring

peace of mind to one investor at a time.

Our mission is to grow our client’s financial wealth over a full market cycle in a risk-managed and tax-efficient way.

“I think it was a long step forward in my trading education when I realized at last that when old Mr. Partridge kept telling the other customers, ‘Well, you know this is a bull market!’ he really meant to tell them that the big money was not in the individual fluctuations but in the main movements, that is, not in reading the tape but in sizing up the entire market and its trend.

Edwin Lefévre
Reminiscences of a Stock Operator

BLUE LINE INVESTING®

BLUE LINE INVESTING® is an actively managed investment process that pursues our mission by combining a trend following investment philosophy and a “buy low, sell high” investment strategy.

HOW WE PURSUE OUR MISSION

To pursue growth, we first identify the primary trend of the financial market. These trends may last for a few years to more than a decade and take form as either a rising trend, a declining trend, or a sideways trend. History proves that while financial market price fluctuations may appear random in the shorter-term, they tend to combine to form distinct trends over the longer-term. Upon identifying the trend, we buy investments we believe are experiencing rising or sideways trends and avoid those in declining trends.

To manage risk, there will be occasions when the BLUE LINE INVESTING® strategies will not remain fully invested, preferring to hold cash equivalent investments instead. A cash equivalent investment is a security that has high credit quality, low risk, and can easily be converted to cash. In addition, the process may at times add a protective hedge in the form of inverse Exchange-Traded Funds (ETF’s).

To pursue tax-efficiency, the only publicly traded investments bought in client accounts are ETF’s and individual stocks. This helps ensure our clients only pay taxes on their individual gains, if any, and not on gains earned by other investors. For this reason, mutual funds are not considered

HOW WE FOSTER CLIENT TRUST

We work with our clients in a manner we would prefer if we were in their shoes. We are:

Independent – As an investment advisor representative and fiduciary, we are ethically bound to act in and for our client’s best interests.

Experienced – With over 24 years of individual experience that includes two of history’s more significant stock market declines, there’s not much we haven’t seen or experienced before. We have incorporated our experience into our process should similar events occur in the future.

Process-driven – We do not sell commission-based products, but instead, charge a fee for our services. We believe this helps eliminate potential conflicts of interest. Front-and-back-end sales charges do not apply.

Not custodians – Every client account is held at Pershing, LLC, an independent, institutional third-party broker-dealer. This creates a type of Chinese Wall between us and access to our clients’ accounts.

Transparent – Our clients receive independent, third-party performance reports from Advyzon on a quarterly basis that discloses our fees, so clients understand the cost and timing of payments for our services.

HOW WE KEEP OUR CLIENTS INFORMED

All BLUE LINE INVESTING® clients receive our primary trend updates through our blog on a monthly basis, in addition to other educational reports from time to time. They have daily access to their investment accounts through an online portal; receive account statements online on a monthly basis (or no less than quarterly if there is no account activity during a month); and receive independent, third-party performance reports on a quarterly basis.

Clients enrolled in our BLUE HORIZONS consulting service participate in quarterly strategy meetings (or calls) and receive proactive phone calls, as necessary.

OUR TYPICAL CLIENT PROFILE

We primarily work with investors who have recently retired or plan to retire within 10 years and who want to work with a fee-only investment professional. Our clients tend to believe that long-term outperformance begins first with limiting investment loss. Warren Buffett says it best with his two rules: “Rule No. 1 – Never lose money. Rule No. 2 – Never forget Rule No. 1.”

If this describes you, we should talk. Please call us at (833) 258-2583 or send an email to info@BlueLineInvesting.com.

A DEFINING MOMENT

LIMITING LOSSES

PRICE CORRECTION

RIDING THE TREND

For more information about our firm, or to receive a copy of our disclosure form ADV or Wrap Brochure please contact us. Thank you for visiting our site. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. BLUE LINE INVESTING’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. - Enfold WordPress Theme by Kriesi