The Right Approach
By using an investment strategy that leverages the market, we give our clients the best odds of the highest return over time.
The Right Advisor
We are fee-only, full fiduciary advisors with 40+ years of experience. We’ve advised clients through every type of market imaginable.
The Right Time
Whether you’re investing for retirement or a steady income stream, now is the time to start investing smarter.
Are you investing the intelligent way?
Connect with one of our financial advisors for a free assessment.
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 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’s passion for investing was born at age 11 when he caught a segment on the local news about the stock market. That’s when his mom explained to him what a stock was and set up a pretend investment account for him at AOL.com. He loved following his “stocks” much in the same way other kids loved following their favorite sports teams.
Growing up, Kevin intentionally saved everything he made with the goal of investing for himself when he turned 18. So in June 2008, armed with $10,000 he made refereeing basketball throughout his teenage years, Kevin dove head first into the stock market. You could say he learned pretty early on that you can’t time the market.
Kevin soaked up his early and historic experiences from 2008 and dedicated himself to studying what makes an investor successful. To do this, Kevin began recording his computer screen a few days per week in 2012 as he navigated the market with his own money. Like a coach studying game film, he wanted to see everything in close detail, and analyze his own real-time decisions and thought process.
Kevin leveraged this footage into a subscription website called Watchhimtrade.com, where subscribers could tune in to hear Kevin’s thoughts on the market and investment strategies. Humbled by requests from subscribers to manage their money for them, Kevin then pursued a career as a Financial Advisor. He joined Blue Haven Capital in 2017.
Kevin enjoys coaching youth basketball, a good pizza, trips to Northern Michigan, and spending time with his family. He lives in Geneva, IL with his wife and two young children.
Our business hours are whenever you need us.
As a full fiduciary fee-only financial advisor, we always put our clients first. Our clients enjoy customized portfolio management, seamless communication, and a full suite of financial services.Services we offer
We custom build and manage every portfolio to meet the specific needs and objectives of each individual client.
Fee-only & 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.
We help our clients in a number of different ways:
- Investment Management
- Financial Advice
- Equity Awards Planning
- 401(K) Advisement
- Retirement Planning
- Real Estate Investing
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
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
- Markets are efficient
- Rebalance quarterly
- Our discipline is our edge
What Our Clients Say
We pride ourselves on our relationship with our customers…
“I highly recommend working with Kevin and Blue Haven. Kevin has a wealth of experience he's willing to share. I find myself not just making smarter financial decisions but learning along the way. The fees are very reasonable and they are a trustworthy group if you're looking to grow your wealth!”Kevin K.
“Kevin is very knowledgable, patient and has been great to work with. He has kept me informed on how my investment is performing and is quick to answer any questions I have. I really appreciate his professionalism.”Ashlea H.
“Working with Kevin has been a pleasure. He’s transparent and asks all the right questions so that we are happy and well prepared for the future! I highly recommend working with Kevin Kleinman.”Elliott B.
“I have been working with Don and Kevin for the last year. We reviewed our finances, investments and both were able to help guide us on what made sense for us and our growing family. I’m fully comfortable with their investment decisions and would highly recommend Blue Haven Capital!”Peggy M.
“I have worked with Don Cummings and his team for several years. They are incredibly professional and knowledgeable, and simply a pleasure to work with. Don is always available to answer any questions I have and has truly educated me over the years. I highly recommend this team!”Danny D.
“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!!”Mika F.
“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.”Jon A.
“Blue Haven Capital helped me with estate issues and investment management after my father passed away. This was an area I had no experience in. I really appreciate the conservative portfolio management they have provided. Have and will continue recommending them!”Emily B.