Uncle Tom

Vice President, Operations at Blue Chip Partners, Inc. - Farmington Hills, MI, US

Uncle Tom's Colleagues at Blue Chip Partners, Inc.
Daniel CFA

Director of Investments

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Daniel Seder

Owner/Partner, Independent Investment Advisor Representative

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Deborah Vandam

Client Services Associate

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Scott Foret

Senior Financial Advisor, Chief Compliance Officer

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Emily Prater

Associate Financial Advisor

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Uncle Tom's Contact Details
HQ
248-848-1111
Location
Company
Blue Chip Partners, Inc.
Uncle Tom's Company Details
Blue Chip Partners, Inc. logo, Blue Chip Partners, Inc. contact details

Blue Chip Partners, Inc.

Farmington Hills, MI, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Blue Chip Partners, Inc. (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. BCP provides personalized wealth management and asset management services. BCP serves as a fiduciary to over 600 client relationships and has over $1 Billion in assets under management.Blue Chip's core services include personalized Wealth Planning and Portfolio Management. The advisors at Blue Chip Partners have extensive experience and credentials that provide the foundation for providing comprehensive wealth management. Blue Chip has six Certified Financial Planner licensees (CFP's), three Chartered Financial Analyst (CFA's), three Certified Public Accountants (CPA's), two Chartered Market Technicians (CMT's) and two licensed attorneys (Michigan).Blue Chip's Wealth Planning process benefits from the practical expertise of our advisors. We address the challenges facing our clients' financial situation and provide customized solutions. We guide clients down a pathway toward achieving their long-term objectives.Blue Chip's Portfolio Management approach is to build a portfolio of high-quality, individual companies with a proven record of paying and growing dividends across all market cycles. These companies have historically been referred to as blue chip stocks. The increasing dividends from the individual companies owned in client portfolios play an important role in the Wealth Planning process by providing a foundation for cash flow during retirement.Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals and those nearing retirement.Please visit our website at www.bluechippartners.com for more information. Delegate Confidently ™ with Blue Chip Partners, an equal opportunity employer.

Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Blue Chip Partners, Inc.
Frequently Asked Questions about Uncle Tom
Uncle Tom currently works for Blue Chip Partners, Inc.
Uncle Tom's role at Blue Chip Partners, Inc is Vice President, Operations.
Uncle Tom's email address is ***@bluechippartners.com. To view Uncle Tom's full email address, please signup to ConnectPlex.
Uncle Tom works in the Investment Management industry.
Uncle Tom's colleagues at Blue Chip Partners, Inc. are Daniel CFA, Tim Shannon, Daniel Seder, Matt Mondoux, Deborah Vandam, Scott Foret, Emily Prater and others.
Uncle Tom's phone number is 248-848-1111
See more information about Uncle Tom