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We’re the difference your portfolio needs
The Right Approach

By using an investment strategy that leverages the market, we give our customers the best odds of the highest return over time.

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The Right Manager

With 40+ years of experience, our team has traded through booms, busts, and everywhere in between.

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The Right Time

Whether you’re saving for your first home, your childrens’ education, or your retirement, the best time to start investing is now.

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Invest smarter today. Live better tomorrow.

Invest with us for a better future

Always here to advise, never here to sell.

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 Cummings

Founder

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.

From 1990 until 2006, Don's career was spent in the institutional fixed income markets. His clients were mainly located in Chicago, New York, and Boston and included firms such as The Northern Trust, Value Line, State Street Bank and Trust, and Brown Brothers Harriman. His product expertise included corporate bonds along with tax exempt and taxable municipal bonds.

In the mid 1990s, Don became one of the leading authorities and top traders of tax-exempt municipal housing bonds in the country. He has taken numerous professional courses ranging from bond futures and options to currency hedging, and is frequently quoted in both the local and national press.

In 2006, Don left the institutional bond business to form Blue Haven Capital with the goal of bringing top tier portfolio management expertise to individuals and small foundations throughout the United States. Today Blue Haven Capital serves clients nationwide along with a number of expat Americans living in Eastern and Western Europe.

Don lives in Chicago and is an avid runner and swimmer. He’s also a former triathlete who competed in dozens of triathlons ranging from sprint distance to Ironman distance races. He volunteers with Center for Economic Progress (CEP) in Chicago, and travels frequently to see family, friends, and clients.

Kevin Kleinman

Investment manager

Kevin is a student of financial markets, having come of his age during the 2008 financial crisis. He spent ten years trading stocks and options for his own account, and has been a small business owner in the Fin-Tech space.

Kevin started trading in the summer of 2008, and his experiences navigating the financial crisis prompted him to start an educational website in 2010. From 2010 until 2014, Kevin spent his time educating retail investors on common investing mistakes, and best practices for success. In 2014, Kevin started a new business that aimed to connect retail investors with each other on a social platform. His success in markets and passion for educating others drove him to pursue a career as an investment manager, which led him to Blue Haven Capital in 2017.

Kevin is a big brother volunteer with the Hephzibah Children’s Association. He is a companion volunteer at Greenfields of Geneva. Most recently, he has enjoyed coaching youth basketball, and helping student athletes develop skills that will benefit them on and off the court. Kevin and his family live in the western suburbs of Chicago.

Our business hours are whenever you need us.

As a full fiduciary fee-only advisor, we always put our clients first. Our clients enjoy customized management options, seamless communication, and extremely low fees.

Services we offer

Low fees

Our fees are well below the industry average. Low fees increase your potential for greater investment returns over time.

Full fiduciary

We will never sell a commission based product and your best interest will always be above our own. That’s not just a promise, it’s a duty we’re bound to.

Customized Portfolios

We utilize a unique approach for each customer and every stage of life:

  • Families
  • Young Professionals
  • Small Businesses
  • Non Profits
  • Retirees
    • Soon to retire

Our investment approach is based on 100 years of market data.

We believe in leveraging the market– not trying to “beat” it. This approach helps us avoid ending up like the 90% of investors who try to beat the market and fail..

Learn our strategy

Core Beliefs:

We advise our clients using a strategy informed by legendary investors like Warren Buffet and Jack Bogle. Key tenants include:

  • Keep fees low
  • Buy the index
  • Diversify
  • Markets are efficient
  • Rebalance quarterly
  • Our discipline is our edge

WHAT’S YOUR BIG IDEA?

 

Let’s talk about driving your big idea to success!

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