Who Should Invest

Retail Clients

Blue Shores offers a “one account solution” for retail clients via our Global and U.S. Multi Cap Core Equity and balanced portfolios. Investors seeking a fully diversified, yet understandable investment portfolio in which they have the opportunity to know what companies they own and why may be ideal Blue Shores clients.  Contact your financial advisor to see if Blue Shores is an appropriate solution for your unique financial needs.

Institutional Clients

Institutional investors have the opportunity to invest in, or offer, Blue Shores’ more narrowly focused approaches on a stand alone basis. This is includes Blue Shores’ U.S. Multi Cap Growth Equity, U.S. Multi Cap Value Equity, International ADR Equity, and Taxable Fixed Income. Each strategy offers unique and consistent factor exposures that are well defined and identifiable.

Money Managers

IPC offers the Institutional Managed Assets Program (InMAP). This program is ideal for money mangers that have a narrowly focused investment approach and want to be able to offer complementing strategies to their direct clients. In the program, money managers may be compensated on both their in-house strategy as well as assets utilizing other strategies available in the InMAP program. Participating money managers' clients may receive combined performance reporting among other high-touch services.

TAMPS

Blue Shores may operate as manager or sub-advisor for TAMPs and other institutional investors who want to utilize Blue Shores for a specific investment mandate.