People often search for homepage : sapphire blue investments fenton township reviews when they want honest feedback about a local financial firm. Sapphire Blue Investment Partners stands out as a reliable choice in Fenton Township, Michigan. This SEC-registered investment advisor helps clients build and protect wealth. Founded by experienced professionals Fred and Tracy Hensler, the firm focuses on personal service. It manages around $180 million to $200 million in assets for hundreds of clients. With no disciplinary history, it earns trust through transparency and fiduciary duty.
Many look for reviews to check credibility. Sources show positive notes on the firm’s clean record and local reputation. Clients value tailored plans for retirement, investments, and more. Located at 12272 N. Fenton Road, Suite 7, in Fenton, the firm serves individuals, families, and businesses nearby and beyond.
About Sapphire Blue Investment Partners
Sapphire Blue Investment Partners operates as a registered investment advisor (RIA) with the SEC. Fred Hensler serves as CEO, bringing over 25 years of experience in wealth management. He and his wife Tracy Hensler own the firm, keeping it family-focused. The team includes skilled advisors who hold key licenses like Series 63 and 65.
The firm started to provide comprehensive financial help. It offers customized programs to grow and protect wealth. Securities come through Purshe Kaplan Sterling Investments, a member of FINRA/SIPC. This setup ensures strong oversight.
Key facts include:
- Headquarters: 12272 N. Fenton Road, Suite 7, Fenton, MI 48430
- Phone: (810) 714-9456
- Website: www.sblueip.com1
- AUM: About $180.6 million to $200.7 million
- Clients: Over 1,000 accounts, many discretionary
- Employees: Small team of 8-11 professionals
The firm registers in states like Michigan, Florida, Texas, and others. It acts as a fiduciary, always putting client interests first.
Services Offered by Sapphire Blue Investments
Sapphire blue investments provide a range of helpful services. The firm specializes in portfolio management for individuals and small businesses. It also handles institutional clients and selects other advisers when needed.
Main services include:
- Portfolio Management: Build and manage investment mixes for growth and protection.
- Financial Planning: Cover retirement, estate, tax, and life events like college savings.
- Retirement Plan Consulting: Advise on 401(k)s and other plans.
- Wealth Management: Tailor strategies for high-net-worth clients and families.
Fees come as a percentage of assets under management or fixed amounts. This aligns the firm’s success with yours. No commissions on products mean unbiased advice.
For local clients in Fenton Township, the firm offers in-person meetings. It suits those who prefer face-to-face talks over big national companies.
Why Clients Choose Sapphire Blue Investment Partners in Fenton Township
Clean Regulatory Record
Reviews often highlight the firm’s spotless history. No disciplinary actions or conflicts appear in SEC filings. This builds reassurance for new clients.
Local Focus
Based in Fenton, the firm understands Michigan needs. It serves residents in Fenton Township and nearby areas. Fred Hensler volunteers locally, showing community commitment.
Personalized Approach
Clients get one-on-one attention. Advisors take time to learn goals and risks. This differs from automated services at large firms.
Awards and Recognition
The firm wins “Best Financial Advisor” in local awards for years. This reflects strong community feedback.
Compare with similar names like blue sapphire investments limited or blue sapphire financial services – those are different entities. Sapphire Blue in Fenton stands alone as a Michigan-based RIA.
Client Reviews and Reputation Insights
Searches for homepage : sapphire blue investments fenton township reviews show limited public testimonials online. This is common for smaller RIAs, as many clients prefer privacy.
Positive points from sources:
- High trust score based on no alerts.
- Strong alignment through fee structure.
- Local awards for excellence.
No negative complaints appear in major databases. The firm earns praise for expertise and personal touch. One profile notes it as a top choice for personalized wealth strategies.
Unlike consumer sites with many reviews (like blue tree boutique reviews or blue point crab house reviews), financial firms rely on regulatory data and word-of-mouth. Clients often come from referrals.
For similar local searches, people value firms with clean records and community ties. Sapphire Blue fits this well.
What services does Sapphire Blue Investment Partners offer?
The firm provides:
- Portfolio management for individuals, high net worth clients, and small businesses
- Retirement planning and strategies
- Selection of other investment advisers when needed
- General financial guidance on taxes, estate planning, and insurance (in coordination with specialists)
They emphasize long-term financial success with customized programs.
How to Get Started with Sapphire Blue Investments
Ready to explore options? Follow these simple steps:
- Visit the Homepage: Go to the official site for general info.
- Schedule a Meeting: Call or email for a free review.
- Share Your Goals: Talk about your finances and dreams.
- Review Recommendations: Get a custom plan.
- Start Managing: Let the team handle investments.
This process feels easy and pressure-free. Many start with a complementary consultation.
Tips for choosing an advisor:
- Check Fiduciary Status: Ensure they put you first.
- Ask About Fees: Understand all costs upfront.
- Review Experience: Look for years in the field.
- Read Filings: Use SEC site for history.
Sapphire Blue meets these standards.
Comparing Sapphire Blue to Other Options
Some searches mix with terms like bluetown sapphire, blue town sapphire location, or blue town sapphire lahore – those refer to real estate projects overseas, not this firm.
Closer matches like blue sky financial llc reviews show other advisors. Sapphire Blue stands out with its Michigan roots and family ownership.
For Fenton Township residents, a local firm like this offers quick access and community knowledge.
Frequently Asked Questions
What is Sapphire Blue Investment Partners?
Sapphire Blue Investment Partners is an independent, SEC-registered investment advisory firm. It focuses on wealth management and personalized financial services. The firm helps clients grow, protect, and preserve their wealth through tailored investment strategies.
Where is Sapphire Blue Investment Partners located?
The office is at 12272 N. Fenton Road, Suite 7, Fenton, MI 48430. This location serves clients in Fenton Township, Genesee County, and beyond.
Who owns and leads the firm?
Fred Hensler serves as CEO and principal owner, with over 25 years of experience in wealth management. His family, including Tracy Hensler, plays key roles in operations.
How much assets does the firm manage?
As of recent filings, Sapphire Blue Investment Partners manages approximately $180-200 million in assets under management (AUM), serving over 1,000 clients.
What fees does the firm charge?
Fees are typically asset-based (a percentage of assets under management) or fixed fees. They align interests with clients. Exact rates vary—contact the firm for details from their Form CRS.
Is Sapphire Blue Investment Partners legitimate and regulated?
Yes. The firm is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser. It has no reported disciplinary disclosures or complaints in public records.
Securities are offered through an unaffiliated broker-dealer, Purshe Kaplan Sterling Investments (Member FINRA/SIPC).
Are there client reviews or testimonials for Sapphire Blue Investment Partners in Fenton Township?
Public client reviews are limited online, as many advisory firms do not solicit them on third-party sites. No negative complaints appear on major platforms like BBB, Yelp, or Trustpilot. The firm maintains a clean regulatory record.
How can I contact Sapphire Blue Investment Partners?
- Phone: 810-714-9456
- Address: 12272 N. Fenton Road, Suite 7, Fenton, MI 48430
- They offer complimentary initial reviews for potential clients.
In Conclusion: Is Sapphire Blue Right for You?
The homepage : sapphire blue investments fenton township reviews search leads to a solid, community-focused firm. Sapphire Blue Investment Partners offers expert, personalized help without conflicts. Its clean record, local presence, and client-first approach make it a strong choice for Michigan investors.
With growing assets and happy clients, it continues to earn trust. Whether planning retirement or managing wealth, this Fenton-based team provides reassurance2.
What are your financial goals? Reach out today to see if Sapphire Blue fits your needs.