Blue Chip Partners Named A Top Registered Investment Advisory Firm In Michigan By Forbes

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Blue Chip Partners, a highly regarded independent Registered Investment Advisor (RIA) firm with headquarters in the vicinity of Detroit, Michigan, was recently recognized by Forbes and SHOOK Research as the leading RIA firm from both the state of Michigan and the entire country. According to Forbes' list of the Best-in-State Wealth Advisors 2023, both their Chief Executive Officer and Managing Partner were acknowledged.

SHOOK Research is responsible for developing these rankings, which take into account qualitative criteria such as trends in revenue, compliance records, and leadership, but do not take portfolio performance into consideration. The success of Blue Chip can be attributed to the great customer service provided by their team.

Two educational material series were launched by Blue Chip in order to enhance investor education. These series include the Blue Chip NOW! podcast, which provides market analysis, and the Behind the Scenes: investing Reviews series, which reveals the company's investing process.

It is through their commitment in the community that they have made contributions to the Orchard ...
... of Hope initiative and have volunteered at Forgotten Harvest. This company's dedication to charitable causes is demonstrated by the fact that their CEO gave a sprinter van to the women's golf team at Michigan State University.

In a recent move, Blue Chip has appointed Amy McLeod to the position of Executive Assistant, thereby enhancing their already talented staff with her considerable professional history. A team of Certified Financial Analysts, Certified Public Accountants, Certified Financial Planners, and Legal Experts provides comprehensive wealth management services. They have over 800 customer relationships and $1.2 billion in assets under administration.

The recent achievements, community involvement, and team expansion of Blue Chip Partners are encapsulated in this multidimensional summary, which demonstrates the company's dedication to achieving excellence in wealth management and community assistance.

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