Each of our accounts is personally customized and individually managed according to the client's Investment and Social Policy Statement

Not only will we work with you on defining your investment goals, risk tolerances, market experience, and income needs, but we will also work with you in creating an investment portfolio which considers your personal interests and goals, your social concerns, and your hopes of what you would like to see happen in the world. Using this information, our team will endeavor to construct a portfolio using stocks, mutual funds, bonds, and other appropriate investment vehicles to meet not only your financial needs, but also your social directives. By putting your money where your heart is, and supporting those causes you truly believe in, you will be furthering your own social issues. This is the essence of Socially Responsible Investing.

You have worked hard over the years and now retirement is close at hand. You have reached the stage where your investments require the attention of a professional money manager. Balancing the need for retirement income and conservative asset growth is complex.

Let Blue Haven Capital build and manage your retirement portfolio in a way that most reflects your retirement income needs and your future financial goals. Contact us for more information on how we offer personalized, professional asset management for retirees and those approaching retirement.