About Us
Bluestone is a boutique asset manager focused solely on providing our clients with differentiated sources of alpha. Our hybrid approach blends top-down analysis with bottom-up views under an integrated framework. We build adaptive portfolios by combining quantitative analysis with fundamental insights and rigorous risk management.

Our central purpose is to help improve the risk-adjusted performance for our clients over a full market cycle.
location
37 West Avenue, Suite 301 Wayne, PA 19087
phone
(610) 337-6500
BLUESTONE
ELITE
Our objective is to improve the risk-adjusted return of a traditional all-equity portfolio over the course of a full market cycle utilizing tactical asset…
BLUESTONE
INCOME
Bluestone Income aims to deliver superior current income versus traditional equity income strategies with reduced volatility…
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SUB-ADVISORY
SERVICES
Bluestone sub-advises to ETFs which seek capital appreciation through data-driven decision making…
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BLUESTONE
INCOME PLUS
This strategy is designed to deliver a risk-adjusted yield while reducing volatility over a full market cycle. Bluestone Income Plus seeks to achieve…
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(610) 337-6500 | info@bluestonecm.com
37 West Avenue | Suite 301 | Wayne PA 19087
Privacy Policy  | ADV Brochure | Business Continuity Disclosure | Form CRS
Securities offered through MCG Securities, LLC Member FINRA/SIPC. Investment Advisory services offered through Bluestone Capital, LLC. Bluestone Capital Management, LLC, does not offer tax or legal advice. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at (610) 337-6500.
BLUESTONE
ELITE
OBJECTIVE
Improve the risk-adjusted return of a traditional all equity portfolio over the course of a full market cycle utilizing tactical asset management.
INVESTMENT STRATEGY
The strategy utilizes equities and equity index/ETF securities to capture opportunities across assets, countries and sectors. The adaptive nature of the strategy enables Bluestone Elite to also employ fixed income instruments for the purposes of capital preservation. We employ a top-down approach to identify sectors that we believe will produce strong or weak relative performance to the overall market and makes investments to capitalize on these market opinions. When we deem it appropriate to position the portfolio defensively, this strategy considers cash to be an asset class and will allocate a significant percentage to cash and cash equivalents.
PORTFOLIO MANAGERS
Brian C. Shevland & Tom Wnekiewicz
BLUESTONE
INCOME
OBJECTIVE
Deliver superior current income versus traditional equity income strategies with reduced volatility and lower levels of interest rate risk compared to a debt strategy.
INVESTMENT STRATEGY
This strategy is designed to deliver a superior risk-adjusted yield while reducing volatility over a full market cycle. The strategy seeks to achieve this objective by investing in a broad basket of yield-producing assets including common and preferred equities, exchange traded debt, and ETFs/ETNs. This diversity allows us to produce a higher yield than a more traditional income product while still providing volatility reduction through active asset allocation model-based decision making. The strategy does not invest in junk bonds or distressed debt securities.
PORTFOLIO MANAGERS
Brian C. Shevland & Tom Wnekiewicz
SUB-ADVISORY SERVICES
Bluestone has a successful track record of providing sub-advisory services to ETFs, mutual funds, and separately managed accounts (SMAs). Known for our ability to improve the risk adjusted performance of strategies, Bluestone has earned several awards as well as earning recognition from Morningstar as a top performer.

We are a quantitative focused, data driven firm, with both fundamental global macro analysts as well as options expertise, which enables us to construct and manage portfolios through their entire lifecycle while improving risk adjusted returns and creating an institutional quality repeatable process. Whether you are looking to compete in a sector focused strategy, to compete with benchmark focused strategies, or to provide a global go anywhere solution, we have the tools and expertise to manage your strategy regardless of the structure.

We maintain relationships with all of the major authorized participants (APs) and liquidity providers, several top tier trading firms and market makers, several of the highest rated service providers, and can assist all of your firm’s efforts to scale up a solution designed to compete with the largest and most respected firms in the industry.
BLUESTONE
INCOME PLUS
OBJECTIVE
Deliver superior current income versus traditional equity income strategies with reduced volatility and lower levels of interest rate risk compared to a traditional debt strategy.
INVESTMENT STRATEGY
This hybrid strategy is designed to deliver a superior risk-adjusted yield while reducing volatility over a full market cycle. The strategy seeks to achieve this objective by investing in a broad basket of yield-producing assets including common and preferred equities, exchange traded debt, and ETFs/ETNs. This strategy also uses covered call option writing to generate additional income by capitalizing on volatility in the underlying securities. Income Plus seeks a significantly higher yield than a more traditional income product while still providing volatility reduction through active asset allocation model-based decision making.
PORTFOLIO MANAGERS
Brian C. Shevland & Tom Wnekiewicz
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37 West Avenue, Suite 301 Wayne, PA 19087