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 Partners.
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 advisers.More information is here.