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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
About Sapphire Blue Investment Partners
Sapphire Blue Investment Partners is an independent RIA in Fenton, Michigan serving retail and institutional clients, including entrepreneurs and physicians. The firm focuses on portfolio construction and asset-allocation advice, using ETFs and mutual funds alongside fixed income and other exposures such as real estate and digital assets; it also supports retirement plan and insurance needs. Custody is primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
TRACY HENSLER
Chief Operations Officer, Managing Member, Principal
- CRD
- --
- Ownership
- 75% or more
DANIEL MCCLEER DRAPER
Chief Compliance Officer
- CRD
- #4340989
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Angela Thompson
--
- CRD
- #8239282
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,972,345 | $195,095 |
| Non-Discretionary | $0 | -- |
| Total | $199,972,345 | $195,095 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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