We believe that financial success allows you to live life on your terms. As an investment fiduciary, looking out for our client’s best interests is what we do. Not only do we invest our client’s money, we design a financial plan that leads them toward financial success.
We provide businesses and their employees the tools and expertise to construct a simple, flexible, cost effective retirement plan. Independent advice and education from the experts gives your business the confidence in knowing its retirement plan is on track for success.
As your fee-based asset management partner, Blue Water Capital Management allows you to spend more time focusing on your clients’ overall needs by relieving the burdensome, yet essential, tasks of day-to- day portfolio management and back office activities.
The domestic equity market continued to roll right along in August, driven by the Information Technology, Health Care, and Consumer Discretionary sectors. Given the much higher representation of these sectors in the growth indices, it is no surprise that growth outperformed value across the market cap spectrum. The Energy sector was the worst performer for the month, driven by the falling price of oil from its early August highs. This is the fourth consecutive month of positive returns for the large cap indices and the sixth consecutive month for the small cap indices.