RECENT PRESS RELEASES

Amy Nielsen joins BOULEVARD

 

MINNEAPOLIS, MN. September 1, 2019 – Boulevard Wealth Management, Inc. announced the addition of Amy Nielsen, RICP® to its Twin Cities practice.  In keeping with the firm’s fiduciary-only approach, Amy joins BOULEVARD as an independent professional without a brokerage license.  As a Retirement Income Certified Professional (RICP®), she specializes in retirement planning matters, but adds an emphasis on healthcare management.  Nielsen has been serving clients in Minnesota since 2014.   

 

"We couldn’t be more pleased with the addition of Amy to the team. Her faith-based approach to service and her unique background make her a tremendous asset to the firm.  We are fortunate to add her expertise to our Family Office™ environment for clients,” said Troy Noor, CFA, CFP®, the firm’s Executive Director.  “Amy is truly a great fit for our families.”

 

BOULEVARD is a comprehensive wealth management firm based in Eden Prairie, Minnesota. Started during the 2008 financial crisis, the firm maintains multi-state investment advisory registrations and is a licensed insurance agency. For more information about BOULEVARD, visit www.boulevardwealth.com or call (877) 664-BLVD.

 

To connect with Amy Nielsen, visit www.boulevardwealth.com/nielsen, or call (763) 290-1158.

 

 

Not an offer to buy or sell any securities and not a financial planning engagement.

 

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Advisory and Insurance Services offered through Boulevard Wealth Management    

© 2019 Boulevard Wealth Management, Inc.

More Consistent Growth - Again

MINNEAPOLIS, MN. January, 16, 2019 – Boulevard Wealth Management, Inc. released its annual model portfolio results through December 31, 2018.  Three, Five and 10-year risk scores were substantially lower with growth-focused models.  Lower risk scores meant greater consistency for growth models across all time periods.

 

"Even with high volatility in 2018, investors were able to rest easy.  We actually re-balanced into weakening equity prices more than once, so used the volatility to benefit our client families,” said Troy Noor, CFA, CFP®, the firm’s Executive Director.  “Plus, the families we serve are focused on the longer-term, and have come to expect more consistency with their assets,” said Noor.

 

BOULEVARD is a comprehensive wealth management firm based in Eden Prairie, Minnesota. Started during the 2008 financial crisis, the firm maintains multi-state investment advisory registrations and is a licensed insurance agency. Since 2013, the firm has offered comprehensive risk management based on The Life Cycle of Wealth™ - a life planning framework grounded in holistic financial planning. 

 

For more information about BOULEVARD’s services or its portfolio management capabilities, please visit www.boulevardwealth.com/models, email info@blvdwealth.com or call (877) 664-BLVD.

 

 

Not an offer to buy or sell any securities and not a financial planning engagement.

 

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Advisory and Insurance Services offered through Boulevard Wealth Management    

© 2019 Boulevard Wealth Management, Inc.

Consistency Via Lower Variance

MINNEAPOLIS, MN. February, 09, 2018 – Boulevard Wealth Management, Inc. released its annual model portfolio results through December 31, 2017. Three, five and 10-year historical data was released showing after-fee results for aggregate portfolio models run by the group since February, 2006. Variance was at least 20% lower with 4 out of 5 models. Sharpe Ratios followed, as 5 and 10-year Sharpe Ratios demonstrated both lower variance and similar returns compared with relevant, blended indexes.

 

"The length and strength of this 9-year bull market has muted the effects of risk management on returns, though returns have kept pace vis-a-vis 5 and 10-year data," said Aaron Kolkman, MSF, CFP®, AAMS®.  A Co-Founder and Operations Director for the firm, Kolkman remained confident in the firm's ability to deliver stewardship of assets for client families, saying "we're a planning company, not just a portfolio manager; but we manage money very well. This last data release underscores our consistency throughout a full market cycle, including the 2008 crisis. We couldn't be more pleased that our clients can continue to focus on their overall strategy instead of worrying about their portfolio outcomes." 

 

BOULEVARD is a comprehensive wealth management firm based in Eden Prairie, Minnesota. Started during the 2008 financial crisis, the firm maintains multi-state investment advisory registrations and is a licensed insurance agency. Since 2013, the firm has offered comprehensive risk management based on The Life Cycle of Wealth™ - a life planning framework grounded in holistic financial planning. 

 

For more information about BOULEVARD’s service offerings or its portfolio management capabilities, please visit www.boulevardwealth.com/models, email info@blvdwealth.com or call (877) 664-BLVD.

 

Not an offer to buy or sell any securities and not a financial planning engagement.

 

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Advisory and Insurance Services offered through Boulevard Wealth Management    

© 2018 Boulevard Wealth Management, Inc.

 

BOULEVARD promises HIPAA Compliance by 2018

MINNEAPOLIS, MN. January, 31, 2017 – Boulevard Wealth Management, Inc. - Minnesota’s first completely digital Wealth Manager - has completed its most recent wave of digital compliance updates, designed to enhance cybersecurity protocols and support its business continuity plans. “These changes bring BOULEVARD further along the digital delivery continuum, and put the firm ahead of its state-registered competitors, and many of its larger SEC-registered competitors, in terms of digital compliance,” said Aaron Kolkman, CFP®, AAMS®, the firm’s Operations Director and Head of Compliance. “These changes also put BOULEVARD further ahead of SEC regulations related to business continuity, and closer to HIPAA data privacy standards we expect to implement by 2018,” added Kolkman.

 

Specific changes made to BOULEVARD’s digital compliance program, were:

 

  • VPN connectivity securely links onsite and offsite network servers handling client data.

  • Off-site client records storage was expanded to include access to 7 years of records retrieval.

  • An offsite operations backup data facility provides immediate access to critical operations data.

  • Increased encryption standards were added for all data links sent to an outside email account.

  • Increased encryption standards were added to all machines handling client data.

 

BOULEVARD is a comprehensive wealth management firm based in Eden Prairie, Minnesota. Started during the 2008 financial crisis, the firm maintains active investment advisory registrations and is a licensed insurance agency. BOULEVARD is best known for managing portfolio risk for investors given the 2006 inception of its portfolio models and its subsequent development of Mean Variance Optimization (MVO) techniques. Since 2013, the firm has offered comprehensive risk management based on the 2010 model The Life Cycle of Wealth™ - a life planning framework grounded in holistic financial planning. 

 

For more information about BOULEVARD’s service offerings or its digital compliance program, please email info@blvdwealth.com or call (877) 664-BLVD (2583).

                                                          

 

Not an offer to buy or sell any securities and not a financial planning engagement

 

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Advisory and Insurance Services offered through Boulevard Wealth Management    

© 2017 Boulevard Wealth Management, Inc.

10-Year Portfolio Data Released

MINNEAPOLIS, MN, April 21, 2016 – Today, Boulevard Wealth Management (BOULEVARD) released new data through March 31, 2016 for its Signature Five™ model portfolios.  BOULEVARD’s Troy Noor, CFA, CFP® summarized the models and their 10-year history: “The models proved quite resilient during  each equity market downturn.  We continue adding value based on Sharpe Ratios across all five strategies.  According to Sharpe Ratios, the models added risk-adjusted return net of fees.  The more aggressive models were best optimized, but equities is where we can best control variance.  As I tell clients, ‘expect to trail in an up market and hold more value in a down market’ and that is exactly what we are doing.”

 

Developed by Aaron Kolkman in February, 2006, the models were first offered by BOULEVARD during the 2008 financial crisis, as a set of complete portfolio solutions for retirees. Today, the firm applies a proprietary portfolio optimization method to the models, in order to minimize volatility throughout an advanced financial planning process. 

 

BOULEVARD acts as an independent asset aggregator for investors seeking a family office experience and strong technical planning capabilities.  For more information about BOULEVARD or its portfolio management process, please email info@blvdwealth.com or call (877) 664-BLVD.

 

To view Signature Five™ data, visit the Portfolio Advisory section of www.boulevardwealth.com, and select Model Matrix.

 

 

Not an offer to buy or sell any securities and not a financial planning engagement.

 

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Advisory and Insurance Services offered through Boulevard Wealth Management    

© 2016 Boulevard Wealth Management, Inc.

Eden Prairie Office

6500 City West Pkwy #325

Eden Prairie, MN 55344

(877) 664-2583

Edina Office

6800 France Ave. S. #120

Edina, MN 55435

(877) 664-2583 xt 501

Rosemount Office - NEW!

15225 Carrousel Way #7

Rosemount, MN 55068

(877) 664-2583 xt 801

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