A message from Mark D. Hines...

I created Blue Harbinger Research to help investors manage their own investments. The idea is that investors can do quite well over the long-term by:

  • identifying quality investment opportunities.
  • Constructing an appropriately diversified portfolio.
  • Avoiding costly management fees and unnecessary expenses.

However, since I have been running Blue Harbinger Research for over a year now (the service was launched in 2015), I realize very clearly that not all investors are “do-it-yourselfers.” I know this because I have been receiving somewhat frequent requests to manage investment portfolios for other people. For this reason, I have decided to start offering investment advisory and portfolio management services to individual investors.

Managing investment portfolios is not new to me. In addition to managing the Blue Harbinger strategies, I have more than a decade of experience managing large institutional investment portfolios. I also have studied investments as both an undergraduate and in graduate school (my bio is here). Additionally, I am very proud of my track record of saving and investing, as well as working with friends and family.

To strengthen my offering as an investment advisor, I am working with a firm founded by my graduate school classmate at the University of Chicago, Noland Langford. Noland has been working in the industry since 1999. If you are interested in more information on investment advisory and portfolio management services, please select one of the following:

Lastly, it will be "business as usual" at Blue Harbinger Research. I will continue managing, and constantly working to improve, the research membership offering. It is truly a labor of love. Members are encouraged to reach out to exchange ideas and feedback.



Mark D. Hines

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