Blue Chip Partners

Blue Chip Partners

Robert Steinberg established the firm in Farmington Hills, Michigan, in 2004. It operates as a registered investment advisor and multi-family office serving high-net-worth families, many of whom generated wealth through the automotive and manufacturing sectors that define the region. Blue Chip Partners runs a concentrated equity strategy centered on blue-chip, dividend-paying stocks. The firm constructs broadly diversified portfolios across large-cap equities, fixed income, and alternative investments, often via exchange-traded funds and mutual funds. Its investment committee, led by Director of Investments Daniel Dusina, conducts a quarterly sector-by-sector review of the S&P 500, selecting a basket of roughly 30 equally weighted stocks from sectors meeting their criteria. The geographic focus remains predominantly domestic, with client capital concentrated in US public markets. The firm also manages a covered-call strategy through its Hedged Dividend Income product, aimed at generating additional income from equity holdings. The firm manages client assets across its foundational Blue Chip strategy and the Hedged Dividend Income strategy. Philanthropic advisory services are offered to families, guiding charitable giving and donor-advised fund usage. The team has expanded its presence in the Metro Detroit area, adding advisors to deepen relationships with multi-generational manufacturing families. The structural differentiator is the firm's investment-committee-driven process. Unlike model-portfolio shops that delegate stock selection to third-party strategists, Blue Chip's committee performs its own quarterly bottom-up analysis, trimming the S&P 500 to a concentrated basket. This demands a strong internal conviction that contrasts with the passive or outsourced approaches common among smaller RIAs in the Great Lakes region.