Blue Edge Capital, LLC (BEC) is an independent investment management firm serving forward-thinking private investors, family offices, foundations and endowments, and institutional investors. Our investment approach is modeled after the asset allocation strategies employed by some of the most sophisticated institutional investors.
- Endowment model investing, modified to substantially lower costs and to provide improved liquidity, transparency, and tax efficiency.
- Four globally diversified investment portfolios with varying risk/return profiles, managed to meet the specific needs of both taxable and tax-exempt investors.
- Greater diversification and reduced volatility compared to traditional investment strategies.
- Active and thoughtful risk management.
- Disciplined investment process that systematically optimizes asset allocation.
- Research intensive and forward looking.
We have invested the substantial majority of our personal liquid net worth in BEC portfolios, closely aligning our own investment interests with those of our clients.