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

GSAM's Papagiannis: Liquid Alternatives For The Long Run

Apr 21 2017 | 8:44pm ET

Interest in liquid alternatives cooled a bit last year amid a broad shift in investor...

Lifestyle

Aston Martin Returns To Debt Market As DB11 Drives Turnaround

Mar 31 2017 | 5:21pm ET

James Bond’s preferred carmaker is returning to the public debt markets for the...

Guest Contributor

Debunking Conventional Investment Wisdom (Part II)

Apr 17 2017 | 5:56pm ET

The alternative investment industry is currently replete with buzzwords around data...