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.

Model Allocations for: Hamilton Medical

We have built four asset allocations with the investment options available in your plan*. Feel free to use the allocations as given, or modify them to your preference.  For instance, in order to do a 60% stock allocation, you would split the difference between the 70 and 50 allocations.

 
  Investment  Asset Class 90% Stocks 70% Stocks 50% Stocks 30% Stocks
Stocks  Vanguard 500 Index US Large Blend 20% 16% 12% 8%
  Vanguard Dividend Growth US Large Blend  6% 5% 4% 3%
  Vanguard Equity Income US Large Value 22% 17% 12% 7%
  Vanguard Mid-Cap Index US Mid Blend 9% 7% 5% 3%
  Columbia Mid Cap Value US Mid Value 9% 7% 5% 3%
  Vanguard Total International Stock Market International Core Equity 24% 18% 12% 6%
    Total Stocks: 90% 70% 50% 30%
Bonds Vanguard Retire Savings Trust Investment Grade Bonds 5% 14% 23% 32%
  Vanguard Intermediate-Term Bond Index Investment Grade Bonds 5% 14%  23% 32%
  Loomis Sayles Bond High Yield Bonds
2% 4% 6%
    Total Bonds: 10% 30% 50% 70%

*Investment options as of: Fall of 2016

If your investment options have changed since this date, please email us a list of your new options. We will contact you when we've reviewed them and made any necessary changes to our allocations.