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Asset Management

Deferred Compensation and Supplemental Executive Retirement Plans are unique in that they have an ongoing impact on the Company’s financial statements long after the contributions are made. Assets used to informally fund these plans belong to the Company and maximizing their net returns is key to minimizing the cost of these plans to the Company. Blue Chip Advisors has years of experience in providing plan sponsors with hedging strategies designed to match Company assets to participants liabilities in order to minimize the cost of offering these plans to your executives .

Our comprehensive investment services provides active oversight and management through every phase of the investment process, including creating an investment policy statement, constructing an investment menu, monitoring and replacing funds, and reporting results. Blue Chip Advisors has no proprietary investment managers, our plans are not subject to any pre-determined proprietary fund requirements. Sponsors are afforded the broadest possible choice in determining which asset managers to offer across all asset classes and have the ability to replace and add managers as needed.

Blue Chip Advisor’s professional guidance and oversight of the plan’s investments help control risk by establishing clear criteria for evaluating and selecting fund managers. Our process focuses on the quantitative and qualitative measures that suggest consistency of risk and return characteristics versus peers and benchmarks. We apply our forward-looking modeling discipline to position assets along an optimal risk-return spectrum. For each asset class, we select style-consistent managers who have demonstrated superior risk-adjusted returns.

Plan participants have the option of constructing their own asset allocation strategies, or utilizing model portfolios created by Blue Chip Advisors or the investment platform sponsor. Using the managers included in the plan’s investment menu, these pre-constructed allocation strategies span the risk spectrum from conservative to aggressive and include exposure to all major investment styles. Our model portfolios are custom-designed for every plan we consult on by our dedicated investment consulting staff.

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