For Financial Advisors

Blue Water believes the most successful advisor client relationship is built on trust and expertise. Financial advisors who work with Blue Water get to experience more time focusing on their client relationships while leaving the investment management and back office back office operations to us.

Managed Portfolios

With 15+ portfolios based on income, total return, tax awareness, active or passive management, there is a solution that fits your clients’ needs.

Customization

Advisors can utilize Blue Water’s platform to implement many different types of strategies and account structures.

Retirement Plans

Blue Water can assist you in the design and management of qualified retirement plans. We’re more than just a portfolio manager.