Overview
Common Service Questions
A few practical questions clients usually ask before the first conversation.
Services
Choose the Engagement Shape That Fits
Four service lines, one research standard. Use the pages below to compare audience, scope, and how the relationship usually runs. Then contact us if the fit looks real.
Sub-Advisory Mandates
External portfolio management support for firms that need an investment partner working inside an existing vehicle, mandate, and reporting structure.
Asset managers, fund sponsors, and platform leaders.
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Model Management
Model portfolio management for RIAs, TAMPs, and advisor platforms that need a consistent external partner for design, upkeep, and communication.
RIAs, TAMPs, strategist platforms, and distribution partners.
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Outsourced CIO (OCIO)
External CIO support for institutions that need allocation oversight, manager review, and committee-ready reporting in a single relationship.
Endowments, foundations, family offices, and operating entities.
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Institutional Consulting
Advisory work for allocation decisions, manager evaluation, and governance questions that call for outside judgment and a defined recommendation.
Investment committees, sponsor groups, RIAs, and firms.
View ServiceWho does Bluestone typically serve?
Asset managers, advisor platforms, RIAs, TAMPs, and institutions that need an external investment partner.
How do I choose among the four services?
Start with the operating problem: delegated portfolio management, model platform support, outsourced CIO (OCIO) oversight, or project advisory. Each service page spells out the usual audience and engagement shape.
What is published online versus covered in diligence?
Public pages describe the work at a high level. Holdings detail, methodology specifics, reporting design, and operating workflows are covered in diligence once scope is clear.
How can we initiate a conversation?
Use Contact to email a short note on your organization and what you are evaluating. We aim to follow up within two business days.
Ready to Scope an Engagement?
Send a short note on the mandate, platform, or committee question you are evaluating. We aim to follow up within two business days.