By using an investment strategy that leverages the market, we give our clients the best odds of the highest return over time. Whether you're investing for retirement or a steady income stream, now is the time to start investing smarter. Blue Haven Capital brings 40 years of market expertise to individuals and institutions across the world.
We bring a personal approach to investing and financial advisement in the most cost-effective manner coupled with full fiduciary duty. Donald is a graduate of the University of Wisconsin-Madison and has 35 years of experience in the financial industry. He spent five years on the floor of the Chicago Board Options Exchange before moving to the institutional fixed income area of a firm which was subsequently bought by Morgan Stanley.
We bring a personal approach to investing and financial advisement in the most cost-effective manner coupled with full fiduciary duty. Donald is a graduate of the University of Wisconsin-Madison and has 35 years of experience in the financial industry. He spent five years on the floor of the Chicago Board Options Exchange before moving to the institutional fixed income area of a firm which was subsequently bought by Morgan Stanley.
Services
We are a fee-only, full fiduciary advisor based in Geneva, IL. Our founder spent over 15 years on the institutional side of the investment business, working with clients who controlled between $20 million and several billion dollars in assets. As the years went by, he got an increasing number of inquiries from individuals looking for that same professional, quantitative, non-sales approach in investment management and financial advisory.
Studies show that people who work with investment managers achieve a higher rate of return than those who don't. But finding a manager you can trust isn't easy. We take pride in getting to know our clients. Whether you're looking to preserve your wealth, grow your wealth, or just getting started, we can help.
Blue Haven Capital was founded in 2006 and our team has over 40 years of financial market experience. Learn more about the BHC story here. We don't charge for a la carte services. If a client engages us as their investment manager then they have access to our full suite of financial services.
We work with a very wide range of clients, including but not limited to: retirees, soon to be retired, families, young professionals, non-profits, corporations, widows, divorcees, veterans, government employees, and more.We manage all individual and joint accounts, IRAs, small business retirement accounts, 501c3 accounts, trusts, and more.
We work with a very wide range of clients, including but not limited to: retirees, soon to be retired, families, young professionals, non-profits, corporations, widows, divorcees, veterans, government employees, and more.We manage all individual and joint accounts, IRAs, small business retirement accounts, 501c3 accounts, trusts, and more.
Studies show that more than 90% of managers have underperformed the market over the last 5 years. This means that in trying to beat the market, most managers end up making less money than had they just bought the market itself through an index fund. We tailor your portfolio to help you leverage the market, taking into account your financial goals and your lifestyle.
Reviews (10)
Kathy Melone
Jan 20, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
I have worked with Don at Blue Haven Capital for more than a decade. He has provided impeccable service and a great experience for me and my family. He is extremely timely getting back to me on all questions or needs, and provides great investment advice.
I have worked with Don at Blue Haven Capital for more than a decade. He has provided impeccable service and a great experience for me and my family. He is extremely timely getting back to me on all questions or needs, and provides great investment advice.
Valerie Warden
Aug 28, 2020
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Hing Lee
Aug 10, 2020
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Dayton Leong
Jun 08, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I’ve really enjoyed working with Kevin and the team at Blue Haven. They are super focused on their clients and I always feel comfortable about my money and their strategy. During the February / March market panic Kevin guided me through the tough time and was super responsive to any/ all questions concerns.
I’ve really enjoyed working with Kevin and the team at Blue Haven. They are super focused on their clients and I always feel comfortable about my money and their strategy. During the February / March market panic Kevin guided me through the tough time and was super responsive to any/ all questions concerns.
Peggy Mazzurco
Jul 29, 2019
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Kevin
Jul 12, 2019
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Mika Failla
Aug 16, 2017
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BHC helped me work through quite a few investment management decisions after some recent changes in my career. Don was great to work with and extremely helpful! Always available to answer questions and give great ideas and advice. Definitely recommend to anyone looking to make their money work for them !
Thanks BHC!!
Thanks BHC!!
Danny Delgado
Aug 09, 2017
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Jon Allen
Dec 25, 2015
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Don and his team have been fantastic money managers for not only me, but my extended family as well. We have multiple accounts under Blue Haven's control and I couldn't be more confident in Blue Haven's ability to maintain and grow our wealth. The fee structure is also very reasonable.
Knowledgeable, responsive and willing to take the time and not only manage, but EDUCATE us about our money- I can't recommend Don enough to those looking for an Investment manager who combines modern investment strategies with good, old school customer service.
Knowledgeable, responsive and willing to take the time and not only manage, but EDUCATE us about our money- I can't recommend Don enough to those looking for an Investment manager who combines modern investment strategies with good, old school customer service.
Emily Baehr
Jun 04, 2015
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