Our Story

We are a fee-only, full fiduciary advisor based in Geneva, IL. Our founder spent over 15 years on the institutional side of the investment business, working with clients who controlled between $20 million and several billion dollars in assets. As the years went by, he got an increasing number of inquiries from individuals looking for that same professional, quantitative, non-sales approach in investment management and financial advisory.

Thus, in 2006, Blue Haven Capital was born. BHC brings its institutional background, market expertise, and personable approach to individuals, small businesses, and non-profits across the country. We offer over 40 years of financial markets experience to our clients and we do it in a cost competitive manner coupled with full fiduciary duty.

Our firm is located in Geneva, Illinois, yet our clients extend across the United States and into Western Europe. We welcome your interest or questions. To review our Form ADV Part 2 brochure, click here.

Meet the Blue Haven Capital Team

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 Jr.

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

Financial Advisor

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.

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Groups we support

Our Community

What’s important to you is important to us. That’s why we are proud to make a donation to the charity of your choice when you open a new account with us. During our introduction, just tell us which charity you would like to support and we will take care of the rest.

We have a long history of giving back to our community. We make regular donations to nonprofits in the Geneva area throughout the year and support many different fundraisers. We believe that strong communities are the backbone of a flourishing society. Contact us if you have a fundraising or sponsorship opportunity for which you need support.