BLUE CHIP PARTNERS Overview

Blue Chip Partners Inc. is an investment advisor that manages 271.3 MM dollars in regulatory AUM and has 8 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 226MM in positions, representing 83% of the manager's regulatory AUM.

BLUE CHIP PARTNERS StockAlpha

+0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BLUE CHIP PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCIT 10.49% ETF -3.68% -0.54% 0 2%
MSFT 3.37% Tech 8.31% 0.21% 0 36%
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FEATURED IN
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BLUE CHIP PARTNERS Founders and Key Employees

Name Title In Position Since
Robert K. Steinberg President/Owner/Chief Compliance Officer July-2004
Cynthia F. Steinberg Owner July-2004
Daniel E. Seder Vice President January-2013

BLUE CHIP PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company

BLUE CHIP PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

The main sources of information used by Blue Chip Partners include research provided by or available through Raymond James and its affiliates, Bloomberg, Inc., Morningstar Inc. and Standard & Poor's Financial Services, LLC. Other sources of information include financial publications, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, company press releases and on-line sources of information.

Security analysis methods may include fundamental analysis, technical analysis, and cyclical analysis.

Investment Strategies

The construction of your portfolio generally begins with the selection of an asset allocation model determined to best match your investment objectives and willingness to accept risks. Our models utilize varying percentage allocations to stock, bond and cash investments. Each model has a target ...
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BLUE CHIP PARTNERS Portfolio Concentration

BLUE CHIP PARTNERS Location

37525 ENTERPRISE COURT
FARMINGTON HILLS, Michigan
UNITED STATES, 48331

BLUE CHIP PARTNERS Contact Information

Phone Number: 248-848-1111
Fax Number: 248-848-1118
Website:

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Disclaimer

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