ABOUT BLAIR INVESTMENTS
Blair Investments works with financially successful individuals, families and businesses to develop customized wealth management solutions. Since 2006 we have helped our clients to quantify their financial position, prepare a personalized portfolio, and meet their current and future goals. Our founder, David D Blair, has been in the financial services industry for nearly twenty years and started Blair Investments to provide unbiased advice and impeccable service to our clients.
What We Do
Through our conversations with you we will craft a bespoke portfolio guided by your goals, time frame and risk tolerance. All of our investment research is done in-house with the goal of keeping fees to a minimum, hence we typically use exchange traded funds to create diversification in your portfolio. We make investment decisions for the long term so our trading fees are minimal and we can look beyond short term volatility in the markets. In addition we have relationships with alternative asset managers if we determine together that they would improve your risk-adjusted returns.