By building, diversifying, and providing continuous portfolio oversight with strategic rebalancing, we bring greater peace of mind to those needing portfolio management advice.

The need for experienced, objective, and conservative investment management has become critically important. Blue Haven Capital aims to conserve and grow portfolios over time.


About Blue Haven Capital

Overview

Blue Haven Capital is a fee-only investment management company offering low cost, well diversified investment management to individuals across the nation. The firm aims to conserve and grow portfolios over time, and offers over 25 years of experience to all its clients.

Our Founder

Donald Cummings is a graduate of the University of Wisconsin-Madison and has more than 25 years of experience in the financial industry. His background includes fixed income, equities, and equity derivatives and his early market experience dates back to the mid 1980s when he was involved with equities and equity derivatives while on the floor of the Chicago Board Options Exchange.

From 1990 until 2006, Don worked on the institutional fixed income side of the financial markets and had as his clients some of the largest bond buyers in the country. In the mid 1990s, he wrote a computer program to track prepayment speeds on tax-exempt municipal housing bonds which is still used by investment managers today.

He is frequently quoted in both the local and national press regarding bonds, interest rates, and the economy. In 2006, he left the institutional bond business to form Blue Haven Capital with the goal of bringing top tier investment management expertise to individuals and small institutions across the nation.

Don is an Alderman in the City of Geneva and a member of the Geneva Illinois Rotary Club. He is a past Trustee to the Geneva Library Board where he served as Treasurer for more than 12 years. He is a past board member of DayOne Network and previously sat on the Board of the Geneva Park District Foundation. He is an avid runner and swimmer, and a former triathlete who competed in dozens of triathlons ranging from sprint distance to Ironman distance races. Don and his family live in the western suburbs of Chicago.

Careers

Blue Haven Capital has been impressed with the background and knowledge of many of the people who have applied for positions with the firm. We would welcome the opportunity to speak with those who practice a conservative, client-centric investment management style. To discuss a role with Blue Haven Capital, please contact us.


Investment Advisory

Investment Overview

Blue Haven Capital offers 25 years of experience, providing individually managed and personally customized investment management for individuals and small institutions. We are money managers, meaning we manage money. We don't try to sell you insurance or mortgages, we simply help plan and manage your investments so you can continue to enjoy the activities you love. Our specialty is high quality, long term investment management coupled with preservation of capital


Let Blue Haven Capital help plan, build and manage your portfolio in a way that most reflects both your present income needs and your long term financial goals. Contact us for more information about our low cost, experienced, professional investment management for individuals and organizations.

Approach

Blue Haven Capital follows a policy of low cost, broad diversification and efficient exposure to markets. Using this model, our team will endeavor to construct a portfolio using low cost mutual funds such as Dimensional Funds and Vanguard Funds, various exchange traded funds, individual bonds, and other appropriate investment vehicles to meet not only your current financial needs, but also your long term financial goals.

Process

We invite those curious about our firm to contact us for a free, no obligation introductory meeting either in person or via phone. Our clients live coast to coast and we are happy to meet wherever is most convenient for you. A meeting gives you a chance to ask more in-depth questions about fee-only investment management and to decide if this service makes sense for you.

Clients

Our clients tend to embrace the investment philosophy espoused by John Bogle (Vanguard) and Warren Buffett (Berkshire Hathaway) and agree that low-cost exposure to the major indices will give the greatest, most consistent returns over long periods of time. Our clients range in age from late 20s to mid 90s, but all look to us for capital preservation coupled with conservative long term growth.


Community

Supported Charities

Blue Haven Capital feels strongly about giving back to the community. Each year, the firm names a "Charity of Choice" which becomes the recipient of a $500 gift for each new relationship the firm establishes. This year's Charity of Choice is Fox Valley Volunteer Hospice.

For each new client relationship the firm establishes, the firm will give Fox Valley Volunteer Hospice $500 to help them in their efforts to provide the best in compassionate services to the bereaved and persons with life threatening illnesses.

When a new client comes aboard, they simply need to alert us that they would like Blue Haven Capital to contribute to that year's Charity of Choice recipient. It's that easy.

We are pleased with the work that Fox Valley Volunteer Hospice is doing and we are happy to support such a wonderful organization.

Press

Blue Haven Capital has been interviewed for articles in The Wall Street Journal, BBC, Fox Business, BankRate.com, and many others. See these links for more information:


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