Ronald Blue Trust

Family Office Georgia, United States ·Founded 1979

Overview

Ronald Blue Trust is a financial advisory firm based in Alpharetta, Georgia, offering services such as financial planning, investment management, and family office solutions. The firm provides comprehensive financial services, including estate planning, business consulting, and philanthropic consulting, aiming to help clients build a lasting legacy that aligns with their values and purpose. With a nationwide network of offices, Ronald Blue Trust serves a diverse clientele, including individuals, families, business owners, athletes, entertainers, ministries, nonprofits, and foundations, assisting them in achieving their financial goals while prioritizing faith and stewardship.

Investment Focus

  • Alignment with client's values and purpose
  • Focus on financial stewardship and legacy building

Portfolio Companies

Coca-ColaHome DepotThe Coca-Cola CompanyAflac IncorporatedThe Home DepotUPSDelta Air LinesGeorgia PowerSouthern CompanyUnited Parcel ServiceAflacSunTrust BanksSouthern Company GasCox EnterprisesGeorgia Power CompanySunTrust Banks, Inc.Cox Enterprises, Inc.

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Frequently asked questions about Ronald Blue Trust

What sectors does Ronald Blue Trust invest in?

Ronald Blue Trust invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Georgia, United States. Ronald Blue Trust is listed as a family office in the ConnectSafely investor database.

What stage does Ronald Blue Trust invest at?

Ronald Blue Trust backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does Ronald Blue Trust invest in?

Ronald Blue Trust invests across United States.

What companies has Ronald Blue Trust invested in?

Ronald Blue Trust's portfolio includes Coca-Cola, Home Depot, The Coca-Cola Company, Aflac Incorporated, The Home Depot, UPS, Delta Air Lines and Georgia Power.

Last updated · Source: ConnectSafely investor database