Welcome to Blue Grass Management

Blue Grass Management is the number one company that helps hundreds of entrepreneurs regarding their business finances. We specialize in portfolio management to make sure that every investment made will have a guaranteed return.
Start exploring

The 3 Questions You Need To Ask The Investment Analyst Before Signing The Contract

An investment analyst is a major factor that can determine a higher probability of success with your investment. With that being said, it is necessary to have an investment manager to take care of things. You just need to make sure that there will be a thorough interview process. It is the best way to get an insight so you can have your money’s worth with the person you will hire. Here are the top questions that you should ask to ensure that you will be able to get the best deal out of it.

1. What is your track record?


This question is inclusive of numerous follow-up questions. The specialist should be able to provide you the ADV form. It is a document that will tell you if there has been any conflict they were involved with regarding the assets and investments they have handled. Do not forget about the performance record. Ask for a record that can go back for at least five to six years. Most importantly, request references from at least five clients and call them.

2. What is your background in this industry?


The experience of the analyst should be superb, preferably with a degree and a master about finance, business or investment related. You wouldn’t want to entrust the management of your assets to someone incapable. The person you’ll hire should be someone who knows everything about the market so you can get the best results.

3. Can I pay you by the hour?


It is not the mandatory way of an investment expert payment terms, but if you can get the specialist to agree, it is for your best interest. You can be assured that the job is being done the right way and you can make sure to only pay for the work done.

If you have already set appointments to meet with the possible investment specialists, make sure to include the top three questions above.

The Guidelines In Choosing The Right Portfolio Investment Manager

Some people are reluctant in getting the services of a portfolio investment manager. It is not surprising because it is hard to find the suitable firm to handle the assets and investments you have. Don’t worry. If you needed a Portfolio Investment Management but worried that it would just be a scam, you can relax now because we have here a guideline that you can follow to get a reliable specialist.

Assess the applicant


In the finance industry, there are a lot of experts who will promise you all the thing you wanted to hear. You need to trust your instinct if the person you are talking to is someone who excels in what he or she do, or the analyst is just the average.



The firm that you will be choosing should have the integrity to create unbiased decisions. More often than not, a company that is affiliated with other firms has the tendency to be one-sided. It’s in your best interest if you will choose a firm that is not affiliated with other companies.

Holistic Approach


It is important that the Portfolio Investment Manager you’ll get oversees a holistic approach when it comes to your investments. The advisor you’ll get shouldn’t be just focused on one side and neglect the other substantial areas of investment.



A credible portfolio management company provides regular updates about the status and what are the things going on after you have awarded the job. Be very cautious on this factor because a lot of firms that forgets to touch base with their clients after getting their business.

Making Things Simple


You should opt for a company who are willing to explain things in layman’s term. It’s a good way for you to know that they are exerting effort because they want you in the loop and there is nothing to hide for them.

Choose wisely because the people you’ll get will be the one to take care of the things you have worked for.

The Top 3 Reasons Why You Should Hire An Investment Manager

Running a business is not easy most especially if it is growing big. There will be instances that you would need to make big decisions for investment. We all know that there is no secret ingredient for us to know and foresee the definite success rate of any business venture. It is essential to hire an investment expert before taking your business to another level. Here are the reasons why you should hire an investment manager.

1. Consistency


No one is questioning your capabilities when it comes to creating the portfolio for your firm. More than anyone else, you are the best person who can create the specific allocations of business finances. However, you also need to handle a lot of things in your business and the consistency of making sure that you have all the right allocations all the time can be a problem with all the things that you have to take care of. If you hire an investment expert, you will be guaranteed that the consistency of the job is always prioritized.

2. Emotional Attachment


Our decisions are often clouded if we get attached to something, and the same goes in business. There has been a lot of times whereas numerous entrepreneurs made some wrong decisions because of bad judgment. It can be avoided if you have an investment manager because he or she can look at things from a different perspective with the success of the business in mind.

3. Save Time


When we think about the investments we have to take, there are still a lot of factors to consider because it will need constant monitoring and possibly some changes if required on a case to case basis. There are instances where the amount allocation should be modified due to the immediate situations in hand.

If you are someone who is looking for success in every dime you invest, it is a must to hire an investment manager to do the job.