Blue Water Capital Management, Llc

Description

• Blue Water Capital Management is an SEC registered investment adviser providing investment management and financial planning services to individuals, retirement plans and financial advisers. Blue Water is intensely focused on risk management, seeking to protect client capital during periods of market decline while providing attractive returns during positive market environments. Getting to know our client is fundamental to long term financial success. Blue Water engages each client in an thorough discovery process to gain an in-depth understanding of their willingness and ability to accept risk and their desire and need for return. Our fee-based and customized approach using strategic, tactical and passive strategies allows us to execute a financial plan that meets the needs of our clients. Leveraging our research and investment expertise Blue Water's Retirement Plan Division is focused on providing companies with fiduciary assistance, investment management and educational services for retirement plans. Our simple, flexible and independent approach enables plan sponsors provide the highest value when it comes to their retirement plan benefit. Blue Water's Third Party Asset Management Division helps financial advisers meet and exceed the financial goals of their clients. Using Strategic and tactical strategies, Blue Water can simplify a financial advisers investment management process and allow them to focus on the needs of their clients.
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  Headquarters:1001 James Street , Syracuse, New York, United States

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  Phone Number: +1 888-483-5957

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  Website: https://www.bluewatercm.com

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  Employees:4

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  Revenue:$1 - 10M

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  Legal Name:Blue Water Capital Management, Llc

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• |  NAICS Code: 523930  |

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