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Our clients are our friends because we've been in the trenches together.

Over the years we have advised them, helping them navigate the complex IPO process. We have defined and executed revenue growth and market share capture strategies together. We have collaborated on technology roadmaps to crush the competition. We have optimizzied supply chains to increase volume while decreasing costs. For more than 40 retail and CPG companies, we have covered their stock and analyzed their operations to shape consensus for investors. Through years of thoughtful analysis and successful execution, we have achieved great things together!

Our clients are our friends because we share the same passions and interests.

They say if you love your job, you’ll never work a day in your life. Truly, if we could have any job in the world, this would be it. We are passionate about the retail and consumer packaged goods industry and we love advising and consulting our clients and friends who have the same interests. When we are not working, we are thinking about consumers. We are shopping our clients’ stores, reading their reviews online, and sneaking peaks at retail competitors so we might capture a nugget to help our client win. We are just as passionate about our clients’ success as they are. Our clients tell us they can sense our passion and it is one of the main reasons they choose to work with us again and again.

Our clients are our friends because we care deeply for each other.

Here at Bluestock Advisors, the line between service provider and friend is completely blurred. We have enjoyed our clients’ weddings. We have hosted baby showers and celebrated high school graduations. We have offered a hug and a shoulder to cry on as our clients mourn losses. We break bread together and often offer a festive toast! We love and truly enjoy our clients. We consider it a great honor to be part of their lives. Our lives are certainly richer because of it.

As leaders of Bluestock Advisors, we have the great luxury to choose the work we do and who we do it with. Repeatedly, we choose our friends. Thank you for being one of them.