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Who We Are

Investing for outcomes

BlueCrown is one of the world’s leading providers of investment, asset, and risk management solutions. We are a fiduciary to our clients. We’re investing money on behalf of our clients to help millions of hardworking individuals build financial security. Learn more about us.

Get to know BlueCrown

Building on belief

Content Change: We take a long-term view of investing, fostering deep trust and relationships with our clients that endure in a resilient world—today and for generations to come.

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Investment access

We believe that offering clients a variety of investment choices helps them achieve their financial goals.

Learn more about investing funds

Building Strategic Partnerships

We drive new business, create solutions, and solve problems on a global scale.

Learn more about partnerships

Master the Journey

Our purpose is to continually find new ways to help more people experience financial well-being.

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We are a fiduciary

From businesses to individual and institutional investors, we support 60 million people by putting your best interests first.

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Real progress is real partnerships

The best collaborations are long-lasting, strategic, and working as true partners

Learn more

Building on belief

Content Change: We take a long-term view of investing, fostering deep trust and relationships with our clients that endure in a resilient world—today and for generations to come.

Learn more

Investment access

We believe that offering clients a variety of investment choices helps them achieve their financial goals.

Learn more

Building Strategic Partnerships

We drive new business, create solutions, and solve problems on a global scale.

Learn more about partnerships

Master the Journey

Our purpose is to continually find new ways to help more people experience financial well-being.

Learn more

We are a fiduciary

From businesses to individual and institutional investors, we support 60 million people by putting your best interests first.

Learn more

Real progress is real partnerships

The best collaborations are long-lasting, strategic, and working as true partners

Learn more

BlueCrown is changing the way
people live or work

BlueCrown is transforming the way people live and work—providing affordable housing and helping individuals invest for savings and retirement. As more investors trust BlueCrown to manage their money, they are better positioned to achieve their financial goals.

38M+

Helping nearly 38 million low to moderate-income families with housing

35M+

Planning retirement benefits for over 35 million Americans

10,000+

More than 10,000 financial advisors trust BlueCrown to build portfolios for their clients

What do we do?

We help our clients achieve their financial goals, so the people they serve can learn, retire, research, start businesses, and make a difference.

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When you invest

Our investment strategies are designed around your goals, risk profile, and the way you choose to invest.

Learn more about institutional investing

Affordable Housing

We're making it easier, more affordable, and available to provide low-income housing

Learn more about real estate investing

We drive change to communities

We drive change to communities

Learn more about our social impact

Financial Future

Every investor has a story to tell, and we listen to all of your stories. Our investment funds are one of the ways we help investors achieve their goals to build an even stronger financial future.

View our Investment funds

Trust. Money. Security.

When it comes to managing your money—whether we’re buying a business, investing in assets, or building a portfolio—it all comes down to trust. And when we invest, it’ll keep you moving to build financial security for the future.

Learn more about individual investments

What do we do?

We help our clients achieve their financial goals, so the people they serve can learn, retire, research, start businesses, and make a difference.

Learn more

When you invest

Our investment strategies are designed around your goals, risk profile, and the way you choose to invest.

Learn more about institutional investing

Affordable Housing

We're making it easier, more affordable, and available to provide low-income housing

Learn more about real estate investing

We drive change to communities

Our social impact makes real change for people, communities, and the planet

Learn more our social impact

Financial Future

Every investor has a story to tell, and we listen to all of your stories. Our investment funds are one of the ways we help investors achieve their goals to build an even stronger financial future.

View our Investment funds

Trust. Money. Security.

When it comes to managing your money—whether we’re buying a business, investing in assets, or building a portfolio—it all comes down to trust. And when we invest, it’ll keep you moving to build financial security for the future.

Learn more about individual investments

Who we serve?

Individuals

Supporting people in securing their financial futures

Businesses 

Small, medium, large businesses can have the necessary tools and resources to reach their full potential.

Educational and nonprofit organizations

Contributing to the success of every student while working to fulfill each mission, purpose, and vision for future generations.

Healthcare Providers 

Supporting doctors, nurses, and essential workers in developing life-saving medicines and conducting ongoing research

Financial advisors

Helping advisors, individual investors and families build wealth

Insurance companies

Protecting what matters most to individuals and businesses alike.

Portfolio Managers

Building a more effective diversified investment portfolio for their clients

Bankers 

Creating a customized financial plan for their clients needs

Government

Managing retirement savings and financing projects for economic growth.

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Disclosure

Investing involves risk, including possible loss of principal. Past performance or success of any professional does not guarantee future results for the Fund.

Before investing, carefully consider the fund’s objectives, target, risks, fees, and expenses. Prospective investors should consult with a tax, legal, and/or financial adviser before making any investment decision.

The strategies presented are for educational and illustrative purposes only and should not be considered as a recommendation, offer, or solicitation to buy or sell securities or adopt any specific investment approach. No assurance is given regarding the effectiveness of the discussed strategies, and actual results may vary. It is crucial for individuals to exercise caution, conduct thorough research, and seek professional advice before making any investment decisions.

Diversification, while a useful strategy, does not guarantee investment returns and does not eliminate the risk of loss. Spreading investments across various options and asset classes may aid in reducing overall volatility.

Real estate investment trusts (“REITs”) are subject to changes in economic conditions, credit risk, and interest rate fluctuations.

Participation in all investments is limited to a specific number of investors with a minimum capital requirement to uphold exceptional service standards. Such stringent criteria naturally limit our capacity. Consequently, the availability of participation in investment funds is restricted and limited. To learn more about the availability to participate in specific investment products, contact your financial advisor to learn more about BlueCrown’s funds.

Payments to Broker/Dealers and Other Financial Intermediaries

Certain fees may apply from your financial institution for providing services to the overall fund and program. These payments may create a conflict of interest by influencing the Financial Intermediary and your individual financial professional to recommend the Fund over another investment. Ask your individual financial professional or visit your Financial Intermediary’s website for more information.

Important Information

The information provided on this website is intended for informational purposes only and should not be considered investment advice, a recommendation, or an offer or solicitation to buy or sell any securities, funds, or strategies in any jurisdiction where such actions would violate the securities laws. The opinions expressed are current as of January 2024 and may be subject to change without notice. Readers are advised to use their discretion when relying on the information provided on this website. It is important to recognize that investing involves risks.

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