Bluemound Asset Management, LLC

Bluemound Asset Management advises affluent individuals and families, high-net-worth clients, and small businesses and organizations. The firm provides discretionary asset management, manager-of-managers selection, hourly financial consulting and retirement plan consulting for employer-sponsored plans.

The firm’s investment approach emphasizes risk management and a four-step process combining top-down secular trend analysis, government and central bank assessment, bottom-up fundamental research, and price trend/quantitative analysis. Offerings span ETF-based allocations, focused growth and dividend sleeves, customized portfolios, and an option-based retirement income strategy; the firm uses financial planning software for scenario analysis and employs AI as a research supplement while keeping human oversight.

Bluemound is notable among peers for publishing investment commentary and operating a subscription investment letter while its principal also contributes to national outlets, and it has formal procedures to trade for clients before public dissemination to mitigate conflicts. The firm also uses derivatives in separately managed accounts—specifically covered calls and cash-secured puts in its retirement-income strategy—and provides pension consulting for ERISA-covered employer plans, services that are less common for similar independent advisers.