Blue Chip Partners

The firm's investment committee is led by Daniel Dusina, CFA, who serves as Director of Investments. The committee performs a quarterly bottom-up review of S&P 500 sectors to select a concentrated, equally weighted equity portfolio. Robert Steinberg, the founder and CEO, provides oversight of the firm's overall investment direction.

The firm constructs its flagship equity portfolio by screening S&P 500 sectors and selecting approximately 30 stocks meeting its quality and valuation criteria. It rebalances quarterly and weights positions equally, which intentionally avoids the market-cap concentration risk common in passive index strategies. This is a conviction-driven deviation from broad market-cap-weighted portfolios.

While the firm's core offering is discretionary investment management, it operates with a multi-family office service model. It provides coordinated wealth management that includes retirement planning, tax-aware portfolio construction, and philanthropic advisory services for high-net-worth families. The firm does not, however, publicly offer in-house trust or estate legal services.

Through its Hedged Dividend Income strategy, the firm writes covered calls on select equity positions. This is designed as an overlay, not a standalone absolute-return fund, aiming to capture option premium as supplementary cash flow for families that prioritize income generation alongside long-term equity appreciation.

Blue Chip Partners is headquartered in the Metro Detroit area and has historically drawn a significant portion of its client base from families with wealth tied to the automotive and manufacturing industries. The firm's emphasis on blue-chip, dividend-paying equities aligns with the conservative-yield orientation frequently requested by multi-generational industrial families in the Great Lakes region.