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Focused.  Disciplined.  Accountable.

We partner with clients to optimize investment outcomes using portfolio solutions that are targeted, risk aware, cost efficient, and transparent.  Ours is a boutique and intently focused approach with the singular goal of delivering near and long-term value to our clients.

Core Beliefs

Simple.  Uncomplicated but able solutions and investment vehicles


Strategic.  Asset allocation is a principal driver of investment returns


Targeted.  Portfolios designed to most effectively and efficiently meet objectives


Tactical.  Adjustments used to capture opportunities and/or mitigate risk


Prudent.  Risk and expense aware


Proactive.  Valuing the lessons of history while embracing new and emerging trends


Accountable.  Serving our clients well is the only enduring measure of our success





Our Approach

  • We collaborate with clients to establish goals and objectives for investments.  We focus on their priorities, in order of importance to them.

  • We construct diversified portfolios that at their core are comprised of liquid Exchange Traded Funds (ETFs) and Mutual Funds.  When suitable, we supplement these portfolios with managed equity and fixed income solutions, as well as Alternatives strategies.

  • We are determined to use what we consider to be the absolute best vehicle to articulate our views and to do so in a risk aware, cost effective, and tax sensitive way.

  • We are rigorous in driving down implementation costs, attentive to the lasting impact of fees, expenses, and taxes on long term performance. 

  • We operate with a fiduciary mindset and pride ourselves on transparency. 

  • We invest the vast majority of our own capital alongside our clients.


About Us

Matthew B. Dublin, CFA Photo

Matthew B. Dublin, CFA

Managing Partner
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Matthew B. Dublin, CFA

Managing Partner


Matt is a Founder and Managing Partner of Blue Investment Partners.  He has 26 years of institutional money management experience.

Matt has spent almost his entire professional career investing the assets of institutions and high net worth individuals.  He worked for several investment management firms with strategies that varied from traditional long-only investing to highly-sophisticated, beta-neutral hedged strategies.  His diverse professional experience includes security analysis, portfolio construction, risk management, and marketing.  He was most recently a Portfolio Manager at Citadel, one of the world's leading hedge funds, where we managed a team of six analysts and invested close to $1 billion.  Prior to Citadel, Matt worked for several buy-side firms, including Montgomery Asset Management, Andor Capital Management, and Apex Capital.  He spent 11 years at Apex, joining as an analyst and leaving as a Portfolio Manager.  Matt worked closely with some incredibly intelligent and talented investors and works hard to apply those learning experiences to the work we are doing at Blue.  

Matt graduated from the University of California, Berkeley with a BA in Economics and a Minor in Classical Civilizations.  He also studied at Oxford University in the U.K. while an undergrad.  He received his MBA in Finance from Georgetown University and has been a CFA Charterholder since 1999.  

mdublin@blueinvpartners.com

CA Insurance Lic #4238653

Brett D. Hoover Photo

Brett D. Hoover

Managing Partner
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Brett D. Hoover

Managing Partner



Brett is a Founder and Managing Partner of Blue Investment Partners.  He has 30 years of markets, financing, and operating experience at leading financial institutions, both on the buy and sell side.   

Brett was most recently a Managing Director in the J.P. Morgan Private Bank, serving as Banker/Advisor to wealthy families principally from the financial services industry.  His partnership with this preeminent client base focused on strategies and solutions to manage and optimize their balance sheet across investments, banking, and credit.  Prior to joining the Private Bank,  Brett was responsible for J.P. Morgan's Prime Brokerage business in the Western States.  That business, in the Corporate and Investment Bank, provides custody and financing for Hedge Funds, traditional Asset Managers, and Family Offices.  Throughout his 20 year career at J.P. Morgan, Brett has directly led coverage of several of their largest, most sophisticated, and highest profile institutional and individual family clients.  He was a nine year member of the J.P. Morgan Chase California Operating Committee.  Brett was a Senior Managing Director at Bear Stearns prior to the J.P. Morgan merger and held roles in the Global Equity Division including Senior Relationship Manager, Equity Research Sales, and Equity Capital Markets. 

Brett’s ten years of buy side experience includes roles as Securities Analyst, Director of Research, and Portfolio Manager at each of a leading hedge fund, a $2B+ family office, and a Fortune 100 corporate pension plan.  Brett has managed investments along the entire spectrum of Traditional and Alternatives, across the full capital structure, and over the course of multiple cycles.  

Brett graduated from the University of California, Berkeley with a BA in Economics.  

bhoover@blueinvpartners.com

Contact Us

Please contact us for more information or for a copy of our presentation.