Investing is hard. Blue Line Capital is a professional investment advisor, developing tailored portfolio solutions and dynamic hedging strategies to not only accomplish your financial goals but also let you sleep at night.
Blue Line Capital works with individuals and families across age ranges in order to grow and preserve capital. Across a diverse set of client types, we always put you and your goals first
Through active management and a well-balanced institutional style portfolio, Blue Line Capital seeks to outperform its peers in the near and long-term.
Our Services
We are not only for the high-net-worth client seeking outperformance. We are confident in our ability to bring value to everyone, from those just starting their investment journey to those looking to protect assets through retirement.
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Let Blue Line Capital navigate the ever-changing environment for you.
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Do not let market uncertainties drive your emotions, let Blue Line Capital wear the burden of maneuvering through market environments of all forms.
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We manage portfolios ranging from ultra-conservative retirement accounts to concentrated equity sleeves.
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Our active management seeks to layer your portfolio with downside protection, and unlike traditional portfolios, annuities, or buffered ETFs, we also attempt to catch all of the upside
Tailor Made
We tailor our portfolios to the needs and financial goals of each client.
Opportunistic
Alpha sought strategically through portfolio concentration, long/short equities, options, commodities, fixed-income and alternative investments
Active
Active management layering downside protection + well-balanced institutional style portfolio
How we work
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Exploratory call, learn about you and your goals
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We build a plan, and you complete a short account application
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We start executing on your financial goals
Latest Insights
Our team at Blue Line Capital, led by founder Bill Baruch, shares their expertise and unique market perspective.
