Our Services

Bluebird Pearson offers asset allocation, portfolio construction and ongoing investment management services to our clients.

We utilize model portfolios, including the Bluebird Pearson Core Equity Portfolio, which can be customized based upon client requirements:

  • Investment preferences
  • Risk and outside holdings
  • Tax considerations

We also create broadly diversified portfolios based upon a specific client’s investment goals and risk/return objectives.

We invest in individual securities, as well as ETF’s, mutual funds, separately managed accounts and other investment products.