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.