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

Are Emerging Markets Signaling Contagion?

By Tom Brown on Aug 20, 2018

Finance, Investments, Weekly Market Commentary

Emerging markets stocks have declined significantly thus far in 2018, after a solid rally last year that led to the asset class’s best return since 2009. After reaching highs in late January, the space has slumped nearly 20%, stoking fears of further downside and potential contagion. The sharp pullback has caused many investors to question their commitment to emerging markets. Should they be worried, or is this pullback to be expected, given the historical volatility of the asset class?

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Have Domestic Equities been De-FAANG’d?

By Tom Brown on Aug 13, 2018

Finance, Investments, Weekly Market Commentary

Oh how the mighty have fallen…or have they? FAANG, an acronym that represents five of the most popularly traded Information Technology stocks, including Facebook, Apple, Amazon, Netflix, and Google (whose parent company is Alphabet), generally sets the tone of the domestic equity markets. Looking at attribution for large cap growth managers, over and underweights to these stocks in many cases have influenced the returns of their investment portfolios relative to their peers and benchmarks.

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