Wealth Management
Invest smarter.
Personalized
strategies
360Blue helps clients of all ages and stages determine financial goals and provides tailored solutions to help meet them, including access to robust financial planning.
Defined
process
We follow a prudent, well-thought-out process to create an informed investment strategy and financial plan, then provide ongoing guidance to help clients stay on course.
Access to esteemed
investment companies
We partner with prominent funds and investment companies to offer a wide range of high-quality investment choices, based on leading market research.
OUR PROCESS
We’re your partners every step of the way.
Having an honest conversation
We sit down with you to hear about your life, your values and what you hope to achieve from your investments and finances. We don’t recommend a single product or strategy until we fully understand who you are and where you want to go.
We work best with successful people who are open to new ideas.
Glenn Stears
Managing Partner
Making a plan of attack
Now that we know you, we’ll take a closer look at your finances—learning your history and recommending the ideal investment plan that matches your personal goals and time horizon. We pride ourselves on our attention to detail and follow up when necessary.
Risk assessment
We take a conservative approach to wealth management based on your risk profile. We monitor the economic environment and your account to help you adapt to changing market conditions.
Portfolio analysis
We believe in a comprehensive approach to asset allocation and portfolio management, considering your current holdings along with capital preservation, cost efficiency, and risk mitigation. Our analysis is disciplined, quantitative, and research driven. Our decision-making is based on the evidence—a dynamic blend of economic, fundamental, and technical criteria.
Target allocation
We help create a tailored blend of strategic, tactical, and protective strategies for you, seeking to provide consistently strong, risk-adjusted relative performance.
Reviewing & revising
Markets are unpredictable and your life circumstances may change. That’s why we monitor and review your investment portfolios and financial plans on a periodic basis—working together to make adjustments, or simply staying the course.
Personal Financial Planning
We believe in the wisdom of combining wealth management strategies and the power of personal financial planning. The 360Blue approach combines your personal input, unique goals, time horizon, and tolerance for risk with our own sound advice. It also provides valuable context to benchmark progress toward achieving your desired outcome.
The result is your unique financial plan: an effective and efficient investment strategy and financial planning process with a “hot list” of actions you can take immediately.
Planning your finances is a life choice. And the most successful plans come when you have an advisor who’s as committed as you are to achieving your financial goals.
Iris Sagrado
Managing Partner
Frequently Asked Questions
How much is this going to cost me?
You can find full pricing details on our Pricing page.
Is there a minimum amount to invest or a minimum monthly fee required?
No. We have no minimums at 360Blue.
Who holds my money?
360Blue does not hold your money. All assets are held at an SEC-registered custodian such as Axos Advisor Services, Charles Schwab, or SEI Investments. As custodians, they safeguard the securities and cash in your account.
How do you get paid on your investment services?
We are compensated by fees for our services. We do not receive any commissions from any financial institutions or products.
Can I move my money if I want to?
Yes. You’re not locked in.
How and when does 360Blue bill me for investment services?
We bill monthly based on the average daily balance of your account over that period.
Let’s develop an investment strategy for you.
Ready to get started? Reach out and let’s have a discussion about your personal investment goals.
Contact Us
Let’s develop an investment strategy for you.
Ready to get started? Reach out and let’s have a discussion about your personal investment goals.
Contact Us