Investing By Design

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Financial Success Allows You
to Live Life on Your Terms

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Simple. Flexible.
Independent Retirement Plan Solutions

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3rd Party Asset Management Specialists

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Your Financial Success Awaits

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Our Services

For Individuals

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.

For Employers

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.

For Financial Advisors

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.

Management Team

Insights

Student Debt

By Tom Brown on Jun 18, 2018

College

As college tuition continues to rise to unprecedented levels, student loan debt continues to rise as well. Between 1980 and 2016, tuition at public universities jumped 344 percent, while private universities saw tuition rise 241 percent.

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