Blue Marlin Advisors

Investment decisions are run by the firm's co-founders, Serge Berger and Silas Peters. They designed and implement the top-down portfolio strategy, conducting systematic weekly and quarterly reviews of asset classes, sectors, and market indicators. The firm's website positions them as the principals directing both the investment process and the tactical adjustments to client portfolios.

Blue Marlin Advisors uses a proprietary top-down framework that monitors trend changes across asset classes — stocks, bonds, commodities, and currencies — in multiple durations. The team then identifies which sectors and groups of stocks are showing directional strength. Only after a sector-level thesis is confirmed do they select individual stocks or ETFs that fit the broader trend, rather than beginning with bottom-up security selection.

Blue Marlin Advisors is neither. It is a Registered Investment Advisor structured as a fiduciary, fee-only wealth management boutique. The firm serves both private clients — from retirees to young families — and institutional investors, including family offices, but it does not operate as a dedicated single-family or multi-family office itself. Its public materials do not disclose managing a single concentrated family balance sheet.

The firm explicitly rejects the static 60/40 stock-bond allocation model, calling it outdated. Instead, it applies a proactive, repeatable top-down process that rotates capital toward the asset classes, sectors, and groups exhibiting the greatest risk-adjusted return potential. Capital preservation is the number one stated goal, with strategies built to capture upside while aiming to avoid the 50% portfolio drawdowns that can occur during recessions or bear markets.

There is no public evidence that Blue Marlin Advisors participates in direct private company investments, venture capital, or private equity fund commitments. The strategies described on the firm's website center on liquid public markets — equities, ETFs, bonds, commodities, and currencies — with portfolio adjustments driven by sector rotation and macro trend analysis. The firm's Form ADV would provide definitive clarity on its investment authority, but the public-facing materials describe only liquid, actively managed strategies.

Risk management is embedded in a formal, repeatable process rather than treated as a separate overlay. The investment team systematically reviews overall market indicators, sector momentum, and group trends to determine when to shift assets. The primary risk objective is capital preservation, and the firm states it adjusts weighted allocations only when necessary, factoring in each client's risk tolerance and the tax consequences of any trade. The guiding principle is to stay out of sectors that pose the greatest risk to the portfolio.