Research First. Strategy Always.
We help investors make smarter decisions through disciplined research, stock selection, and portfolio strategy.
External Profiles
Our Area of Service
Financial Planning Services
We help clients build organized financial plans around cash flow, savings, debt, retirement goals, education planning, insurance review, estate-planning coordination, and investment strategy. Each planning engagement begins with a review of the client’s goals, financial situation, time horizon, and risk tolerance.
Portfolio Management
Blade Financial provides portfolio management and investment recommendations based on each client’s objectives, risk tolerance, and investment needs. Portfolios may include asset allocation across different asset classes, including stocks, bonds, mutual funds, ETFs, and other appropriate investments. There is a one time set up fee then 1% annual fee for assets under management charged quarterly.
Hourly Advice
No ongoing management, Blade Financial offers stand-alone investment advice and strategy reviews. This may include portfolio review, investment allocation review, risk discussion, retirement account review, and general planning guidance. Clients remain responsible for deciding whether to implement any recommendation.