Blue Haven Capital is a fee-only, full fiduciary firm located near Chicago, IL. We help people through both everyday and extraordinary financial complexities. Our service to our customers is low cost, individualized, attentive, and solution-oriented. We look forward to hearing your story and helping you meet your financial objectives.
The Blue Haven team leverages many, many years of working with individuals, family foundations, and non profit foundations to build and maintain long-term wealth. Clients of the firm are located across the United States as well as Western Europe. Some of our customers have three or four generations working with us.
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 unique in the investment management field.
Cummings and his team work with investors at all stages of their lives— from young people just starting to invest to retirees and beyond. The firm would welcome your inquiry.
We love the work we do and as evidenced by our client retention rate (into the 4th generation), so do our clients. Whether it is saving for college, or turning a lifetime of retirement savings into an income stream, we have low-cost solutions to get you to your goals. We would welcome an introductory conversation.
Excellent meeting! Wonderful advice and education I needed!
Don is a genuine person who does truly care about each and every client. He takes the time to listen to what your goals are and creates a strategy that’s consistent with that. Everyone is different so the cookie cutter approach does not apply with him. I have used his services and recommended them to friends and family. There are a lot of financial planners out there, but this one one has an energy and passion that is hard to find.
From beginning to end they listened, they were helpful, and they really had good ideas about investment management
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.
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.
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 method 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.
Our low cost, fee only approach generally ranges in price from 1/2 of 1% to as high as 1% on assets under management.