Matt Mondoux

Advisor @Blue Chip Partners

Franklin, MI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2016 — Present

Advisor @Blue Chip Partners

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Detroit, MI, US

Blue Chip Partners, LLC (Blue Chip or BCP) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. BCP provides personalized wealth management and asset management services. BCP serves as a fiduciary to over 700 client relationships and has over $1 Billion in assets under management. We strive to help you get the most life out of your wealth. As fiduciaries, our financial advisors have the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has seven CERTIFIED FINANCIAL PLANNER™ professionals, four Chartered Financial Analyst® designations, three Certified Public Accountants, three Chartered Market Technician® designations and two licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. In addition, when clients understand the businesses that they own, we have seen increased comfort to take risk and to stay invested when market volatility occurs. While we do use third-party asset managers for the bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors. Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer.

EDUCATION

2001 — 2005

Milford High School (MI)

High School

2005 — 2009

Michigan State University

Bachelor's Degree, Finance

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Matt Mondoux — Advisor at Blue Chip Partners in Franklin, MI, US | Unifers