COVID-19 Alert: Blue Water Capital Management, LLC is still open during these stay-at-home orders. We are working from home offices and using remote meetings, but everything else is the same.
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.