Investing By Design

Blue Water Capital Management is an SEC registered investment adviser providing investment management and financial planning services to individuals, retirement plans and financial advisors. The firm employs a rigorous fundamental and active management approach and is intensely focused on risk management, seeking to protect client capital during periods of market decline while providing attractive returns during positive market environments. The firm engages each client in an intensive discovery process to gain an in-depth understanding of their willingness and ability to accept risk and their desire and need for return.

BWCM designs and constructs risk appropriate; return relevant investment portfolios to assist in achieving our client’s financial objectives. At BWCM, we constantly monitor our client’s portfolios as well as assess their changing needs in an effort to minimize any unnecessary risk. BWCM’s clients will find that they gain a deeper understanding of the behavior of their portfolios in the ever changing investment landscape.