Invest Smarter.

Live Better.

Invest NowLearn More

Start investing smarter. Start investing with us.

We’re the difference your portfolio needs

91

Percent of funds that underperform the S&P500

40

Years of experience at the Blue Haven Team

6

Your annual salary you should have saved by age 60
Investment Strategy

We adopt similar strategies employed by legendary investors Warren Buffett and Jack Bogle and supported by research from the renowned University of Chicago. Our approach to the market gives you the best odds of the highest return over time.

Learn More
Experience

From the crash of 87 to the dot com bubble and 2008 financial crisis, our team has traded through all types of markets. Having the right manager can be the difference between struggling to pay your mortgage or shopping for a vacation home.

Learn More
Retirement planning

Retirement can be intimidating. How much do you really need to have saved? How much can you spend from your portfolio each year? What if you’re behind in your savings? We offer answers and guidance to these important questions.

Book an Appointment

Invest smarter today. Live better tomorrow.

Invest with us for a better future

Meet the Blue Haven Capital Team

With over 40 years of financial market experience, we know how to navigate changing markets on a client by client basis.

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.

Lets talk about you now

We’re available for a complimentary meeting at your convenience, whether in person, on the phone, or via Facetime.

Book an Appointment
90% of investors can’t beat the market

but they keep trying anyway.

There is a billion dollar industry dedicated to convincing investors they can beat the market, even though the data proves time and again that 90% don’t.

Don’t join the 90%. Here’s what we do differently.

Our Strategy
Core beliefs:
  • Keep fees low
  • Buy the index
  • Diversify
  • Markets are efficient
  • Rebalance quarterly
  • Our discipline is our edge
Inspired by:
  • Warren Buffett
    • Legendary investor
  • Jack Bogle
    • Founder of Vanguard
  • University of Chicago
    • Renowned academic institution
If you need help with your investments

you’re in the right place.

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 work to understand your needs and present you with a clear roadmap on how we can help.

View our services
Who we help
  • Retirees
    • Soon to retire
  • Families
  • Young Professionals
  • Small Businesses
  • Non Profits
How we help
  • Investment Management
  • Multi-generational planning
  • Retirement Planning
  • IRA Rollovers
  • Tax sensitive investing
  • College Savings
  • General Financial Advice

Our business hours are whenever you need us.

As a full fiduciary fee-only advisor, we always put our clients first. That may sound like common sense, but many in the industry are still motivated by commissions. They’re inaccessible and charge high fees.

Our clients enjoy customized management options, seamless communication, and extremely low fees.

What are clients say

Customized Portfolios

We don’t push a one size fits all approach. Each client’s portfolio is uniquely structured to their specific needs and objectives.

Accessibility

We don’t believe in the 9-5 corporate manifesto. We’re available when you need us, whether that’s 8 in the morning or 8 in the evening.

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.

Our investment approach

is based on 100 years of market data.

Rather than try to predict the future or guess what will happen, we believe in accepting what the market gives you. This approach helps us avoid ending up like the 90% of investors who try to beat the market and fail.

Learn more about our strategy

We don’t pretend to know more than the market.

Why risk getting in your own way?

We've been quoted in:

Learn more about us

Quick FAQs

Don’t see the question or answer you’re looking for? Contact us!

View All FAQs

How long have you been in business?


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

What services do you offer?

We manage money for people who don’t want to do it themselves. Our primary services are investment management and retirement planning. Learn more about what we offer here

What type of clients do you have?

We work with a very wide range of clients, including but not limited to: retirees, soon to be retired, families, family foundations, young professionals, non-profits, corporations, widows, divorcees, veterans, government employees, and more.

What types of accounts do you manage?

We manage all individual and joint accounts, IRAs, small business retirement accounts, College Savings Accounts, 501c3 accounts, trusts, and more.

Where do you custody client assets?

All clients assets are custodied at Charles Schwab & Co (Schwab). We then manage these client assets through the Schwab portal. Learn more about how we use Schwab here

Do you have an investment minimum?

No. The size of someone’s account is not a screening tool. We do business anytime there is a good fit, and a desire on both sides to work together.

We manage your investments so that you don’t have to.

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, chances are we can help.

Investment Management

Our investment strategy gives you the highest odds of the highest return over time

Retirement Planning

Supplement your earnings through the safety of bonds and fixed income.

Small Business

Lower your tax bill and diversify your assets with our small business retirement solutions

College Savings

Give the gift of a debt-free education, and qualify for tax deductions

IRA/401K Rollover

If you’re no longer at your old job then your money shouldn’t be either

Budgeting

Our customized budget plans can help you build up savings or crush debt

Are you investing wisely?

Are you investing wisely?

Book a Free Meeting

WHAT’S YOUR BIG IDEA?

 

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

Learn more about us