COVID-19 Alert: Blue Water Capital Management, LLC is primarily working from home offices and using remote meetings, but can meet in-person as well.
If you have concerns about the markets, or would like to have us look over your investments, please feel free to contact us.

Specializing in retirement planning and personalized investment management.

Portfolio Customizations

Portfolio Customizations

We offer a variety of optional customizations for your investment portfolio. These customizations do not change the stock percentage of your Base Portfolio. They can just enhance an already solid design or allow your own personal touch on the portfolio strategy.

You can find write-ups on these customizations below, but we are also happy to discuss them and help you choose appropriate options.