Blue Edge Capital, LLC

Margaret Fretz is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Blue Edge Capital since 2010. Blue Edge Capital provides discretionary, customized investment management to individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm employs a strategic, endowment-model asset allocation adapted for cost, liquidity, and tax efficiency, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis.

Marshall Reid is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding a Series 65 designation with 23 years of industry experience. He has been with Blue Edge Capital since 2010, contributing to the firm’s team of four advisors. Blue Edge Capital provides discretionary, customized investment management for individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm employs a strategic, endowment-model asset allocation adapted for cost efficiency, liquidity, and tax considerations, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis, primarily using diversified ETF portfolios including ESG-focused options.

Armistead Young is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Cary Street Partners Investment Advisory LLC, Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Highland Associates. Blue Edge Capital provides discretionary, customized investment management to individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm’s investment approach combines a strategic, endowment-model asset allocation with tactical adjustments based on macroeconomic, quantitative, and technical analysis, primarily using diversified ETF portfolios with an emphasis on cost efficiency and liquidity.

Peter Bowles is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Blue Edge Capital since 2010. Blue Edge Capital provides discretionary, customized investment management primarily to individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm employs a strategic, endowment-model asset allocation adapted for cost, liquidity, and tax efficiency, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis.