Business Description

Blue Haven Capital is a leader in providing professional, experienced investment management to private foundations, public charities, and individuals worldwide. Blue Haven Capital is an independent and privately owned firm which offers low-cost, objective, experienced investment management to both organizations and individuals.

Our principals each have more than 20 years of experience in the financial markets and are guided by the belief that diversified, low cost investment management provides the best long-term investment returns. Our experience and understanding of the bond markets is unparalleled and can provide comfort to those who will soon be retiring and looking for an alternative income stream. We also provide advice to those who may find themselves caring for a parent's investment needs.

We offer professional, discreet money management for those looking for experienced, time proven methods of portfolio management.

General Information

Gender:

Male

Firm CRD#:

141738

States Licensed in:

Yes

Years of Experience in Financial Services:

Education

Academic Background

Bachelor of Arts degree - University of Wisconsin-Madison (1986)

Services

Investment Types:

International Investments, Bonds, Stocks, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65

Securities Licenses:

Series 65

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets

Fee % Based on Assets:

Additional Details on Charges:

We charge 80 basis points for equity or balanced accounts over $250k and 50 basis points if those accounts are fixed income (bonds) only. Our 22 years of experience in the institutional fixed income markets gives us an unparalleled understanding of the nuances of bonds. Whether you are a foundation looking for an income stream to cover your grant-writing, or an retired individual looking to provide an income stream on which you'll live, you will be pleased with the experience we offer.

Prepared By:

Donald Cummings