Virginia Financial Services Pros Launch Blue Edge Capital

Feb 25 2011 | 8:36am ET

Four Richmond, VA-based financial services professionals have teamed up to launch Blue Edge Capital, an independent investment management firm serving private investors, family offices, foundations and endowments, and institutional investors.
 
Bagley Reid, Giles Tucker, Peter Bowles and Margaret Fretz have joined forces to offer four globally diversified investment portfolios with varying risk/return profiles.

Reid is the former president of Atlantic Capital Management, Tucker and Bowles are both former managing directors with Harris Williams & Co., and Fretz is the former CCO of Spider Management Company.

The firm’s investment approach is based on endowment model investing, but modified to substantially lower costs and to provide improved liquidity, transparency and tax efficiency.  
 
“We founded BEC to specifically address the systemic challenges faced by most investors in what is an increasingly complex and rapidly changing global marketplace,” said Tucker, managing director of Blue Edge Capital. “Today, investors need a more globally diversified approach than ever before, and we believe that our four proprietary portfolios comprised primarily of cost- and tax-efficient global exchange-traded funds offer investors attractive investment solutions across the risk/return spectrum. We like the strategy so much we have invested the majority of our own liquid net worth in BEC portfolios.”
 

 


In Depth

Kettera Q&A: The Advantages of Alternative Investment Platforms

Oct 28 2016 | 5:52pm ET

The past several years have seen a distinct push towards easier and cheaper access...

Lifestyle

Midtown's Plaza District Fades As Manhattan Office Landscape Shifts

Nov 22 2016 | 6:32pm ET

Lower leasing costs, more efficient office space and the hope of projecting an image...

Guest Contributor

Nowhere to Hide: Why the Future of Asset Management Depends on Innovation

Nov 15 2016 | 6:55pm ET

Information technology has reshaped the asset management industry’s periphery,...

 

From the current issue of

Chicago-based independent futures brokerage and clearing firm R.J. O’Brien & Associates (RJO) has hired industry veteran Daniel Staniford as Executive Director, responsible for the firm’s institutional business development in New York and London.

AVAILABLE NOW at BARNES & NOBLE

NEWSTAND LOCATOR