Bluering Advisors, Inc

James Daly is a financial advisor at BlueRing Advisors, Inc. with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2011. BlueRing Advisors, Inc. provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations, primarily serving non–high-net-worth clients. The firm employs a dynamic allocation process combining fundamental, technical, and cyclical analysis, and emphasizes active, technically driven trading with selective use of higher-risk instruments for appropriate clients.

James Mcfadden is a financial advisor with Bluering Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. In addition to his advisory role, he has been a compliance consultant at JADM Compliance Services Inc. since 2013. Bluering Advisors, Inc. provides fee-only portfolio management primarily for non-high-net-worth individuals, businesses, trusts, estates, and charitable organizations. The firm employs a dynamic allocation process that integrates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis while allowing for the selective use of higher-risk instruments for appropriate clients.