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

Brexit - Nothing's Ever Easy

By Tom Brown on Jul 16, 2018

Investments, Weekly Market Commentary, Geo-Politics

British Prime Minister Theresa May’s unenviable task of negotiating the British exit (Brexit) from the European Union (EU) has been dogged by challenges at every turn. However, the events of the past week may prove to be insurmountable for the beleaguered Prime Minister and ultimately lead to her downfall. In spite of the turbulence confronting her government, markets appear to be slightly optimistic about how the Brexit talks are developing.

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Protecting Your Personal Data

By Tom Brown on Jul 16, 2018

Privacy

In light of recent security breaches at Facebook and Yahoo, it’s vital that we do a better job ensuring that our personal data remains hidden from criminals and hackers. In fact, Facebook and Yahoo were just two of the over 1,500 data breaches that occurred in 2017. During those data breaches, more than 14 million credit card numbers were exposed along with more than 150 million social security numbers. Credit card fraud was the most common type of identity theft, with over 133 thousand reports filed in 2017 alone.

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