Advisor at Blue Slate Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Slate Investment Management
Location
Shelburne, VT
Credentials
CFA®
Industry experience
3 years
Erik Giard Chase is a CFA® charterholder and the sole advisor at Blue Slate Investment Management, where he has worked since 2024. He has three years of industry experience, including prior roles at Westview Investment Advisors and Champlain Investment Partners. Outside of his advisory work, he owns and operates a real estate investment and management company. Blue Slate Investment Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using fundamental analysis and favors low-cost mutual funds and ETFs, while maintaining flexibility to include individual equities, bonds, and REITs.
Based on Blue Slate Investment Management
$250 per hour, minimum engagement of 2.5 hours
Account minimum: $250,000
Shelburne, VT
Texas · Vermont
Blue Slate Investment Management, LLC
2024 - Present (2 years)
Westview Investment Advisors
2024 - 2024 (1 year)
Westview Investment Advisors
2022 - 2024 (2 years)
Unemployed
2022 - 2022 (1 year)
University of Chicago
2020 - 2022 (2 years)
University of Vermont
2019 - 2020 (1 year)
Champlain Investment Partners
2009 - 2019 (10 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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