Andrea Cloutier's Professional Contact Details

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+1 248-848-1111
Location
Grand Rapids, Michigan

Andrea Cloutier's Current Company Details

Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investmen...
Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan). Blue Chip's equity investment management approach focuses on owning individual, high-quality "blue chip" businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors.  Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. Link to important disclosure information: https://www.bluechippartners.com/disclosures/
investment management
executive compensation
retirement planning
tax planning
estate planning
financial planning
financial services
law practice
legal services

Andrea Cloutier's Work History and Education

Blue Chip Partners
Director of Portfolio Operations | Wealth Management
2023 - Present
Plante Moran
Operations Analyst | Wealth Management
2016 - 2023 • 6 years
Comerica Bank
Fund Accounting Analyst | Trust Operations
2011 - 2016 • 5 years

Others Named Andrea Cloutier

Staff Accountant at PDQ Restaurants
Assistant Director Of Communications at Texas Woman's University

Frequently Asked Questions about Andrea Cloutier


What company does Andrea Cloutier work for?

Andrea Cloutier works for Blue Chip Partners.

What is Andrea Cloutier's role at Blue Chip Partners?

Andrea Cloutier's role at Blue Chip Partners is Director of Portfolio Operations | Wealth Management.

What is Andrea Cloutier's email address?

Andrea Cloutier's email address is a**@bluechippartners.com.

What is Andrea Cloutier's business email address?

Andrea Cloutier's business email address is a**@bluechippartners.com.

What is Andrea Cloutier's direct mobile number?

Andrea Cloutier's direct mobile number is (248) XXX-XXXX.

What is Andrea Cloutier's HQ phone number?

Andrea Cloutier's HQ phone number is +1 248-848-1111.

What industry does Andrea Cloutier work in?

Andrea Cloutier works in the Investment Management industry.

Who are Andrea Cloutier's colleagues?

Andrea Cloutier's colleagues are Daniel Seder, Deborah Vandam, Gina Digirolamo, David Salehi and more.

Colleagues at Blue Chip Partners

Owner/Partner, Independent Investment Advisor Representative
Associate Financial Advisor
Associate Financial Advisor
Summer 2024 Financial Advising Intern
Chief Compliance Officer

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