Asset Management

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Retirement Plan

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News & Reports

July 5,2008

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July 5,2008

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Bluestone is an independent asset management firm serving the wealth management needs of private clients as well as investing the assets of institutions. Our clients consist of successful business owners, high net worth families, and institutions that value our comprehensive independent research process as well as our focus on generating superior risk adjusted returns over a market cycle. 


We act as investment advisor and wealth manager in a variety of areas including:

  • Private Client Asset Management
  • Institutional Asset Management
  • Retirement Plan Management and Advice
  • 401k plans (both traditional and open architecture)
  • Defined benefit plans
  • Profit sharing plans
  • Many other types of plans
  • Investment Advisory & Planning Services

We are headquartered in the main line suburbs of Philadelphia, PA. In addition to our home base we have offices and advisors in several other metro locations. Our clients are located in our own backyard and across the country; we can serve individuals and businesses regardless of their location. The investment professionals of Bluestone have decades of investment experience and demonstrated expertise in the asset management industry.