Blue Haven Capital LLC

Blue Haven Capital LLC

5.0 (4)
2 employees
13 years in business

About this pro

Blue Haven Capital is a fee-only, full fiduciary firm located in Geneva, a western suburb of Chicago. Clients of the firm are located across the nation and into western Europe and many families have 3 or even 4 generations working with the firm.

Donald Cummings, the founder of Blue Haven Capital, comes from an institutional fixed income background and had many of the largest trust departments, mutual funds, and insurance companies as his clients. His strong knowledge of bonds is highly unusual in the investment management field.

Cummings and his team work with investors at all stages of their lives- from their 20s to their 90s and above. The firm would welcome your inquiry.

We meet people with interesting financial complexities and amazing stories. Our focus is low cost, individualized, attentive, and solution-oriented and we have many, many years of working with individuals, family foundations, and non profit foundations in building longterm wealth

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Credentials

Geneva, IL 60134
Email verified
Phone verified

4 Reviews

5.0

  • Mary

    Don is very accessible.Fast response to questions from my accountant ,me and my family.Very knowledgeable about what to do with different accounts,retirement and gifting. I never feel like I am being rushed or bothering him with questions.

  • Emily B.

    Mr. Cummings helped me sort out my finances and navigate a sensitive time in my life. The prompt and clear guidance was invaluable to me, as someone with little tono experience with finances, I highly recommend BHC.

  • James L.

    I love the personal attention that I have gotten from Blue Haven Capital. They have designed and maintained a custom portfolio for me, with my risk parameters in mind. Most importantly, they're always available to discuss and strategize, when my goals change.

  • Corie T.

    Consistent, clear communication and the patience to help me navigate a subject I truly knew nothing about!



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FAQs


What is your typical process for working with a new customer?

A free, 2 hour consultation on issues, goals, needs, etc. We are even happy to discuss other northern Illinois based competitor's strengths and weaknesses to help make a comparison.

If a client decides our low cost, fee only approach makes sense, accounts are opened at Schwab (we custody everything with Charles Schwab) and the transfer and investment process begins.


What education and/or training do you have that relates to your work?

We have been in the investment management business since 1986 and work with clients all over the world. Our approach follows the tried and true menthod of low cost, well diversified portfolio management and is generally accepted in the industry as the very best way to produce the very best returns over time.


Do you have a standard pricing system for your services? If so, please share the details here.

Our low cost, fee only approach generally ranges in price from 1/2 of 1% to as high as 1% on assets under management.


Services offered