July 09, 2012
--- Michael Hull and Patrick Hull have launched
bluepoint Investment Counsel LLC. ---
Based in Madison, Wisconsin,
bluepoint Investment Counsel is largely focused on the needs and issues of higher
education institutions, nonprofits and the ultra-high-net-worth marketplace.
The firm will leverage the capabilities of Dynasty Financial
The Hulls provide assistance in the
areas of investment policy, portfolio design, investment selection and
performance monitoring. They have experience providing fiduciary guidance to
public pensions, universities, fraternal organizations, health care organizations,
retirement plans, nonprofit entities and endowment funds.
The Hulls created bluepoint after
leaving Morgan Stanley Smith Barney where they had been institutional
consulting directors of Graystone Consulting. Ariana Neuner and Kent Costello, financial
advisers previously with Graystone Consulting, are joining them. Lauren Kelly,
chief financial officer, and Natasha Augustine, senior investment analyst, are
also joining bluepoint from Morgan Stanley Smith Barney.
bluepoint is the 14th independent
advisory firm to join Dynasty’s wealth management platform, and brings
expertise in both institutional and private families to the Dynasty Network of
More information is here.