Affordable, professional, experienced portfolio management for private foundations

Are you concerned about your portfolio's long term returns? Have hidden fees and high expenses reduced the money you have available for grantmaking? Has your board decided to investigate socially responsible or mission related investing? Commission brokers may be making in excess of 4% in hidden fees...and that is 4% of your money that could be used for increased grantmaking.

We would welcome the opportunity to examine your portfolio manager's fee structure and your portfolio's returns. Any money you save on fees flows directly to your bottom line, increasing the amount of money you have available for your mission. We can work with you in exploring socially responsible or mission related investing, we can analyze past performance versus benchmarks, and we can provide truly objective, experienced, and professional advice as it pertains to your present portfolio and your future goals. Blue Haven Capital follows a policy of efficient exposure to stock markets by using low cost, broadly diversified index funds and ETFs. On the fixed income side, our 20+ years in the institutional bond markets gives us unparalleled bond knowledge and enables us to trade with a number of market participants instead of being captive to a single broker's inventory. This is a powerful combination.

At Blue Haven Capital, we work affordably and efficiently for our clients. Our fees are low, our fiduciary duty is to our client, and our bond expertise is unmatched. We invite you to learn more about Blue Haven Capital and all that we can offer you.