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: Rovisys

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  BlackRock S&P 500 US Large Blend 26% 21% 16% 11%
  American Funds Washington Mutual US Large Value 22% 17% 12% 7%
  Fidelity Advisor Small Cap US Small Blend 9% 7% 5% 3%
  PNC Multi Factor Small Cap Value US Small Value 9% 7% 5% 3%
  American Funds EuroPacific Growth International Large Growth 17% 13% 9% 5%
  American Funds New World Emerging Markets 7% 5%  3% 1%
    Total Stocks: 90% 70% 50% 30%
Bonds PIMCO Total Return Investment Grade Bonds 6% 17% 28% 39%
  Federated Total Return Government Bond Investment Grade Bonds 4% 11%  18% 25%
  Fidelity Advisor Strategic Income 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.