Separate Accounts
Bluestone Elite
Tactical Growth Equity
Utilizes tactical asset management to improve the risk adjusted return versus a traditional aggressive portfolio over the course of a full market cycle.
Bluestone Elite Conservative
Tactical
Conservative Equity
Utilizes tactical asset management to improve the risk adjusted return versus a traditional conservative portfolio over the course of a full market cycle.
Bluestone Income
High Yield
Dynamic Allocation
Utilizes equities, ETFs and preferred securities to generate high levels (>5% annual) of income with a balanced risk tolerance.
Bluestone Income Plus
High Yield Allocation
With Covered Calls
Utilizes equities, ETFs and preferred securities, as well as cover calls (buy-writes) to generate high levels (>7% annual) of income with a balanced risk tolerance.
Alternative Solutions
Aalii Fund
Opportunistic
Muli-Strategy
A multi-strategy allocation with a focus on high-single-to-low-double digit cumulative annual percentage returns with a focus on loss aversion.
Absolute Return Fund
Diversified
Absolute Returns
A multi-strategy allocation with a focus on mid-to-high-single digit cumulative annual percentage returns with a focus on consistent positive returns.
Financial Institutions Fund
US Community
Bank Strategy
A long-short fund focused on small, and mid-capitalization U.S. banks. Typically long- biased, the fund utilizes both growth and value analytics to enter positions.
Contact Us
Contact Us
We are here to answer any questions you may have. Reach out to us and we will respond as soon as we can.
Bluestone Capital Management
Bluestone Capital Management
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TAX RECEIPT DECLINE CAN’T ALL BE DUE TO SHUTDOWN
on 28 January 2019
FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * U.S. tax receipts start out 2019 in the red, and it can’t all be […]
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BUYERS’ STRIKE HIT HOUSING AND STOCKS IN DECEMBER
on 22 January 2019
FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * Existing Home Sales put up a clunker in December (down -10% Y/Y). * […]
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CHINA TRADE SHOWS WEAK GROWTH, BUT NOT RECESSION
on 14 January 2019
FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * China trade surplus improved as exports declined less than imports. * […]
