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Blue Trust, Inc.

Institutional Investor Georgia, United States ·Founded 1986

Overview

Blue Trust, Inc., headquartered in Alpharetta, Georgia, is a financial advisory firm that offers a comprehensive suite of services, including financial planning, investment management, estate and trust services, business consulting, and institutional investments. The firm serves a diverse clientele, advising on nearly $60 billion in assets for over 11,000 individuals and families across all 50 states. Their approach integrates technical expertise with biblical wisdom, aiming to help clients achieve financial clarity, confidence, and a lasting legacy. With a nationwide presence, Blue Trust operates 19 offices, providing personalized strategies tailored to each client's unique financial goals and values. Their services cater to individuals, families, business owners, family offices, ministries, nonprofits, athletes, entertainers, foundations, and endowments, emphasizing stewardship and generosity in financial decision-making.

Investment Focus

Alignment with client's financial goals and values
Commitment to stewardship and generosity principles

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Frequently asked questions about Blue Trust, Inc.

What sectors does Blue Trust, Inc. invest in?

Blue Trust, Inc. invests in Financial Services, Wealth Management, Investment Management, Estate Planning, Retirement Planning and Tax Planning, and is based in Georgia, United States. Blue Trust, Inc. is listed as a institutional investor in the ConnectSafely investor database.