Sapphire Blue

Investment Partners

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Why Sapphire Blue Investment Partners?

Everything we do at Sapphire Blue Investment Partners you could choose to do on your own.
We exist solely for those people who:
  • Don’t know how to do it themselves
  • Don’t want to do it themselves
  • Don’t have time to do it themselves

We Uncomplicate the often-complicated World of Financial Planning, Investing and Wealth Management

Have you found yourself leaving a conversation with your financial advisor and have no clue what they really said?

At Sapphire Blue Investment Partners our clients frequently tell us that we are the first firm that they have ever worked with that has made the process easy to understand. A warm friendly smile and a staff totally dedicated to their satisfaction is just one of the things that differentiate us from the competition.

Boutique

We are proud of our heritage as a boutique firm. Large enough to be an investment powerhouse while at the same time small enough to offer you personalized services you deserve.

If your tired of every time you call the 800 number and speak with a different person, then you will appreciate our client centric approach. While our partners are all experts in their field, you are assigned just one servicing advisor that assists you in all aspects of your total financial affairs drawing form the vast wealth of knowledge available to them through our partners and staff.

Coordination

We are here to help you coordinate your total financial affairs. At Sapphire Blue Investment Parners we believe no financial decision should be made independent of another.

It is not about the latest greatest stock trade, rather a well thought out plan of action to keep you on course during all stages of your life.

  • An easy-to-understand plan keeping you on course
  • Well researched, thought out and executed investment strategies
  • Tax considerations to control what you pay in taxes
  • Business consulting
  • 401k Investment Management
  • Estate and Long Term Care Planning
  • Insurance Consulting

We Don’t Sugar Coat it

The last thing you need is an advisor who doesn’t tell you the true story. As your financial coach we recognize that this is your money, and you are always in control of what you do with it. But, we also believe it is our responsibility to alert you when we believe you may be going down the wrong path

  • Spending too much. We let you know
  • Saving too little.  We let you know that too
  • Too conservative or too risky. We are on it!
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Our Companies

  • Sapphire Blue Investment Partners
  • Physicians Wealth Management
  • Hensler Aviation
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Sapphire Blue Investment Partners, Inc. (“SBIP”) is a registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SBIP has the following affiliated entities: Physicians Wealth Management Services, LTD, and Hensler Aviation. SBIP is organized as a corporation under the laws of the State of Michigan with our principal owners, Fred and Tracy Hensler.

This website is a publication of SBIP. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. There can also be no assurances that a portfolio will match or outperform any particular benchmark.

For a copy of SBIP’s current written disclosure brochure to include but not limited to the new Form CRS and Privacy Notice please click here and/or Investment Adviser Firm Summary. Moreover, for background details concerning your individual investment adviser click this hyperlink Investment Adviser Public Disclosure.

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Sapphire Blue

Investment Partners

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