Blue Haven Capital

Specialties

Blue Haven Capital LLC, founded in 2006, is a fee-​only Registered Investment Advisory firm providing retirement planning and investment management to individuals and families nationwide.

The firm brings over 25 years of experience to its clients and aims to conserve and grow portfolios over time.

History

Established in 2006.

The firm’s founder has close to 30 years of financial markets experience.

The sale of a business, one’s retirement, an inheritance, or proceeds from a divorce often call for special care. Blue Haven Capital offers the sort of long term, conservative approach most individuals look for during these occasions.

Meet the Business Owner

Donald C.

Business Owner

Donald Cummings has more than 25 years of experience in the financial industry with more than 20 years of experience in bonds and the bond markets.

Blue Haven Capital was created to help the middle market investor gain access to institutional level investment management theory and pricing.

The firm is fee-​only and offers full fiduciary duty to all its clients. The firm has been quoted in the Wall Street Journal, Bankrate​.com, Fox Business, CNBC​.com, Advancing Philanthropy Magazine, and many other publications.