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


October Monthly Recap

By Tom Brown on Nov 5, 2018

Weekly Market Commentary, Finance, Investments
The domestic equity markets fell sharply in October amidst high volatility, with big swings day to day, and in some cases, intraday. After leading the way up over the last six months, the growth indices led the way down in the reversal, driven by steep losses in the largest technology names, such as Amazon and Netflix, both down roughly...
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