As Our Client...
Your trust is pivotal to our business. We strive to earn your trust through transparent pricing, frequent communiction, and regularly reviewing your financial goals. Our legacy is defined by the trust of our clients and the legacies we serve. For these reasons, Blacor is united in the pursuit of legacy growth. When we do our job well and garner the trust of our clients, we hope to earn the continued service of your Legacy.
01
Personal Advisor
We best serve our clients by understanding what they hope to accomplish with their wealth. Wealth must be paired with purpose, or it becomes worthless. Our team works to identify the values that are worth saving and investing towards and implement strategies to help our clients reach financial milestones. Our values determine the risk, time, and importance of each investment in the portfolio. It is our job to understand what these investments mean to you and how to best advise your legacy.
02
Independent Advice
Independence means we are not constrained to the complex platforms and asset allocation programs employed by large financial houses. We look for investments our clients understand and are proud to own. We build each portfolio specifically for our clients, rather than building one program for all clients. Our tailored approach combined with client goals allows us to control more of the investment costs, potential realized gains or losses, and timelines for withdraws.
03
Principled Portfolios
We bring our investors principles refined by three generations of investment experience. Utilizing portfolio monitoring, Blacor responds to market changing events, capitalizes stories rewriting markets, actively reduce risk in specific market climates, and continuously improve on the investment of the portfolio. We are proud to have a legacy built on these principles and honored to build others with them.
04
Financial Educators
Blacor Investments sets the goal to educate our clients on financial strategies that carry over to the next generation. We believe financial education is equally important in the stewardship of a legacy as the building of the legacy. We work with our clients to help them understand the reasons behind each financial decision. By preparing the next generation to receive a financial inheritance, we hope to see the continued stewardship of the legacies that took decades to build.
Investment Philosophy
Finance is the management of money over time and through risk. Blacor Investments works with each client individually to determine what may be the best financial strategy for each portfolio. We aim to build a portfolio that best fulfills the clients goals over time and through risk with the greatest chance of investment returns. By combining qualitative and quantitative research methods we can build a better framework for evaluating the economic climate, the stories shaping the market, and the financial instruments that may maximize potential returns with an accepted risk level. Blacor strives to understand the key elements that drive the value and potential growth of any investment asset. We screen the individual stocks, financial products, debt instruments, and alternative products for factors that will have the greatest impact on value over time and through risk. Blacor’s investment principles stem from 60 years of investing experience, refined through adverse financial markets and act to guide our financial decisions.