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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Beacon frontierPathway +more
- Established Date
- 09-30-2005
- Office Locations
- 1
Office Locations
About Blue Chip Partners, LLC
Blue Chip Partners is a Michigan-based fiduciary wealth manager providing personalized financial planning and portfolio management for professionals, retirees, and business owners. Portfolios often use ETF-based implementation alongside mutual funds and other strategies, supported by tax and retirement planning. The firm also offers integrated estate planning through a related Michigan law firm and publishes original market commentary via its Blue Chip NOW! podcast and blog.
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
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Owner & Executives
Eric Paul Donofrio
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
ERIN ELIZABETH GOSS
Chief Operating Officer
- CRD
- #4572753
- Ownership
- Less than 5%
Meridian bridge
Summit capital zenith
- CRD
- #35160
- Ownership
- 34.5%
Showing 2 of 4 owners & executives
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Andrea Rochelle Cloutier
Director
- CRD
- #7867339
Gina Renee DiGirolamo
Financial Advisor, General Partner
- CRD
- #7318298
Foundation oak
Signal insight value
- CRD
- #47595
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,859,117,798 | $589,074 |
| Non-Discretionary | $18,068,072 | $354,276 |
| Total | $1,877,185,870 | $585,340 |
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Separately Managed Accounts
Total SMA Asset: $1,877,185,870
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $909,757,283 | 22.7% |
| Public Funds | $1,054,035,971 | 26.3% |
| Cash | $332,642,531 | 8.3% |
| Equity - OTC | $1,170,260,470 | 29.2% |
| Other | $541,045,080 | 13.5% |
| Total | $4,007,741,335 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FUSION EAGLE | UNISON PIONEER | 5ZCB742D7 | SMYQ | 8.87% | $43,668,973 |
| CAPITAL CAPITAL | CAPITAL OPTIMA | GYETBAWV6 | GRA | 8.05% | $13,279,104 |
| CATALYST NORTH | BEACON WAVE | OREK553JC | AHS | 7.94% | $81,179,112 |
| UNISON MOMENTUM | ZENITH HARBOR | AZVHHQ09P | TOZDU | 5.42% | $47,811,401 |
| PRIME PATHWAY | UNISON FOUNDATION | VCNR1WBT2 | VYCPW | 5.01% | $19,252,351 |
| EMBER FUSION | VITAL FOUNDATION | 13UNQ2XPE | CLMEQ | 10.37% | $108,413,204 |
| GLACIER FOCUS | CREST VERTEX | DBOKSGRGB | HVGR | 2.93% | $76,571,982 |
| GLACIER CAPITAL | UNISON RIDGE | C1EA03NR0 | RZFL | 4.34% | $17,328,643 |