Blue Haven Capital

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Blue Haven Capital is a registered investment advisory firm dedicated to providing our
clients with above average returns, while maintaining a socially responsible asset mix.

Our principals each have more than 20 years of experience in the financial markets and are guided by the belief that integrating social concerns with financial performance provides the best long-term investment strategy.

Blue Haven Capital is a fee-based, independent, privately owned firm, offering professional, individualized wealth management with access to a complete array of investment products, including stocks on all major national and regional exchanges, government, corporate and municipal bonds, and more than 5,900 mutual funds.

Individuals: click to learn moreAre you approaching retirement? Do you have questions about how to efficiently transition your retirement account to provide an income stream? How long can the money last? Where are interest rates right now? What options are available? Perhaps you are in an accumulation phase and interested in growing your money and planning for expenses like college. Talk to us. We can help, and we would welcome the opportunity to help you create an investment plan that works.

Family Offices: click to learn more Do you wish to integrate a social responsibility component into your investing? Are you worried that tomorrow's generations don't have a sense of philanthropy? Would you like the younger generations to be more aware of and involved with social issues? Talk to us. Perhaps a non related third party discussion or presentation on philanthropy, social obligation, and the development of a sense of passion is just what you are looking for.

Private Foundations: click to learn moreIs your mission statement in agreement with your investment policy statement? Are you interested in impacting your mission area through your investment choices? Is your board interested in exploring Socially Responsible Investing? Let our experience guide you.

Land Trusts: click to learn moreDo you need investment management of your funds as you monitor and enforce the land preservation strategies that your organization was formed to maintain? Are you looking for increased exposure on the web? Would you like to be in front of high net worth individuals who are socially conscious and philanthropically inclined? We can help.

Public Charities: click to learn moreEvery cent matters and it seems there is never enough money to adequately fund all the programs and activities you are interested in supporting. Are your investments working as hard as they could be? Are you taking advantage of the good PR that results when your donors hear you are practicing Socially Responsible Investing? Are you using your investments to further your mission? Is there a chance that your investments may be conflicting with your mission? Today's donors want to see efficient use of donations. Let us help you invest your money to maximize your mission impact and show your donors that you are making use of every resource available to further your mission.