Institutional Asset Management
Sub-Advisory Mandates
Portfolio management support for asset managers, funds, and platforms looking for an external sub-advisory partner.
Asset managers, fund sponsors, and platform leaders.
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Investment Work Built Around How You Operate
We apply the same research discipline across several kinds of client relationships. The format changes. The expectations around clarity, risk management, and responsiveness do not.
Advisor Platform Solutions
Model Management
Model portfolio management for RIAs, TAMPs, and advisor platforms that need a steady external partner.
RIAs, TAMPs, strategist platforms, and distribution partners.
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Delegated Investment Oversight
Outsourced CIO (OCIO)
External CIO support for institutions that want steady oversight, clear thinking, and reporting that works for committees.
Endowments, foundations, family offices, and operating entities.
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Strategic Advisory
Institutional Consulting
Advisory work for allocation decisions, manager evaluation, and governance questions that benefit from outside perspective.
Investment committees, sponsor groups, RIAs, and firms.
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Common Service Questions
A few practical questions clients usually ask before the first conversation.
Who does Bluestone typically serve?
Asset managers, advisor platforms, RIAs, TAMPs, and institutions that need an external investment partner.
Are complete service details published online?
We outline the work at a high level online. Scope, structure, and reporting details are discussed directly with each client.
What services are available?
Sub-advisory, model management, outsourced CIO support, and institutional consulting.
How can we initiate a conversation?
Send a short note on your organization and what you are evaluating. We will follow up directly.
Talk Through the Fit
If your organization is evaluating sub-advisory support, model portfolios, OCIO coverage, or consulting work, reach out. We can talk through the context and whether Bluestone is the right fit.