By using an investment strategy that leverages the market, we give our clients the best odds of the highest return over time. Whether you're investing for retirement or a steady income stream, now is the time to start investing smarter. Blue Haven Capital brings 40 years of market expertise to individuals and institutions across the world.
We bring a personal approach to investing and financial advisement in the most cost-effective manner coupled with full fiduciary duty. Donald is a graduate of the University of Wisconsin-Madison and has 35 years of experience in the financial industry. He spent five years on the floor of the Chicago Board Options Exchange before moving to the institutional fixed income area of a firm which was subsequently bought by Morgan Stanley.
We bring a personal approach to investing and financial advisement in the most cost-effective manner coupled with full fiduciary duty. Donald is a graduate of the University of Wisconsin-Madison and has 35 years of experience in the financial industry. He spent five years on the floor of the Chicago Board Options Exchange before moving to the institutional fixed income area of a firm which was subsequently bought by Morgan Stanley.
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We are a fee-only, full fiduciary advisor based in Geneva, IL. Our founder spent over 15 years on the institutional side of the investment business, working with clients who controlled between $20 million and several billion dollars in assets. As the years went by, he got an increasing number of inquiries from individuals looking for that same professional, quantitative, non-sales approach in investment management and financial advisory.
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Studies show that people who work with investment managers achieve a higher rate of return than those who don't. But finding a manager you can trust isn't easy. We take pride in getting to know our clients. Whether you're looking to preserve your wealth, grow your wealth, or just getting started, we can help.
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Blue Haven Capital was founded in 2006 and our team has over 40 years of financial market experience. Learn more about the BHC story here. We don't charge for a la carte services. If a client engages us as their investment manager then they have access to our full suite of financial services.
We work with a very wide range of clients, including but not limited to: retirees, soon to be retired, families, young professionals, non-profits, corporations, widows, divorcees, veterans, government employees, and more.We manage all individual and joint accounts, IRAs, small business retirement accounts, 501c3 accounts, trusts, and more.
We work with a very wide range of clients, including but not limited to: retirees, soon to be retired, families, young professionals, non-profits, corporations, widows, divorcees, veterans, government employees, and more.We manage all individual and joint accounts, IRAs, small business retirement accounts, 501c3 accounts, trusts, and more.
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Studies show that more than 90% of managers have underperformed the market over the last 5 years. This means that in trying to beat the market, most managers end up making less money than had they just bought the market itself through an index fund. We tailor your portfolio to help you leverage the market, taking into account your financial goals and your lifestyle.
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