# Blue Chip Partners

Blue Chip Partners is an Asset Manager based in Farmington Hills, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Farmington Hills, United States
- **Region:** North America
- **Address:** Farmington Hills, MI, United States
- **Founded:** 2004
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** bluechippartners.com
- **LinkedIn:** https://www.linkedin.com/company/blue-chip-partners

## Regulatory record

- **CRD number:** 132437
- **SEC file number:** 801-64705
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132437

## About

BLUE CHIP PARTNERS, LLC is an SEC-registered investment adviser in FARMINGTON HILLS, MI, registered since 2005. The firm manages $1.9 billion in assets. It has 34 employees and 18 investment advisers.

## People

- Daniel Dusina — Director of Investments
- Robert Steinberg — Founder and CEO

## Questions

### Who runs the investment committee at 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.

### What is Blue Chip Partners' tactical posture on equity selection?

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.

### How does Blue Chip Partners generate additional income for equity-heavy portfolios?

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.

### What is the known relationship between Blue Chip Partners and the automotive wealth concentration in Southeast Michigan?

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.

## Related profiles

- [Absolute Investment Advisers](https://altss.com/profile/absolute-investment-advisers-llc)
- [WEALTHCROSSING](https://altss.com/profile/wealthcrossing)

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Last updated: 2026-06-03T20:00:00.000Z

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