Bluemound Asset Management, LLC and Kirk Spano take a hands on approach to asset management for many of our clients. We offer multiple risk managed investment strategies, as well as, custom portfolio design for various needs, goals and circumstances.
Bluemound also offers an innovative Manager of Managers Program. Due to Mr. Spano's writing for MarketWatch and other publications, as well as, nearly two decades in the financial industry, he has developed relationships with some of America's best investment managers. Generally, these managers require million dollar or higher account minimums. For Bluemound clients, we offer some of these world class managers with a $250,000 account minimum under certain circumstances.
To learn more about Kirk Spano's investing approach, please read the Investment Philosophy page, as well as, descriptions of some of Bluemound's investment strategies. If you current asset level is below our minimums, please see our flat-fee consulting options for self-directed investors and our Young Investor's Program.
Complete Portfolio Solutions
These portfolios are complete portfolio solutions appropriate for those who are within fifteen years of retirement or retired. All portfolio strategies are diversified. Your risk tolerance and personal goals will determine which strategy is a best fit for you. Minimum household assets $250,000.
| Retirement Income | Balanced Alternatives | Global Total Return | Value Growth |
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Bolt On Portfolios
These portfolios are designed to complement other investment accounts that a client may have, i.e. 401(k), accounts in our Manager of Managers Program or with Tactical Asset Allocation managers. While we attempt to maintain a diversified approach, these portfolios are free to be non-diversified on a regular basis in order to take advantage of opportunities that may arise. Minimums are lower at $65,000 or $5000 with ongoing contributions.
| Focused Growth | Growth Trends | Fundamental Leaders | American Resources |
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Manager of Managers Program
We offer access with lower minimums to approximately a dozen top managers nationally, including top quantitative Tactical Asset Allocation managers. Bluemound will act as your "Manager of Managers." On many occasions, one slice of your total investment portfolio may be managed by Bluemound Asset Management, Focused Growth and American Resources are common selections. This program is a fantastic way to gain access to top level investment management and remain diversified among several investment managers.
Savings Vehicles
If you need a conservative or cash based strategy please contact us about our bank and insurance company alternatives. We utilize Everbank, other FDIC banks and several highly rated insurance companies in order to help people find competitive low risk savings instruments.
Contact us regarding your situation and how to find an appropriate strategy for you.
THERE CAN BE NO ASSURANCE THAT ANY STRATEGY IS SUCCESSFUL IN ITS STATED GOALS. ALL STRATEGIES HAVE POTENTIAL FOR LOSS OR PRINCIPAL.
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