Our Story

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, we got an increasing number of inquiries from individuals looking for that same professional, quantitative, non-sales approach in investment management.

Thus, in 2006, Blue Haven Capital was born. BHC brings its institutional background, market expertise, and personable approach to individuals and institutions 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.

Meet the BHC 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.

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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. Contact us if you have a fundraising or sponsorship opportunity for which you need support. Strong communities are the backbone of a flourishing society.