We believe we are different at Blue Water. We continually hear this from our clients. As you get to know us you will see for yourself that WE ARE DIFFERENT.

• Sophisticated local team of portfolio managers, analysts and investment advisors
• Actively manage accounts with proprietary in-house managed strategies and alternative investment options
• Thorough independent research that is both top-down and bottom-up
• You have direct access to the portfolio management team making investment decisions
  Feel free to call for an appointment and see for yourself that our process works.

Why We’re Different:

Traditional asset managers and financial advisors commonly rely on the Modern Portfolio Theory (MPT) approach, which is based on the relatively simple assumption that most risk, other than systemic risk, can be reduced or almost eliminated with diversification. Although MPT has been widely used for the last few decades, it is clear that during times of enormous economic disruptions, like we experienced in late 2008 and early 2009, traditional diversification is not enough to prevent catastrophic losses. When numerous asset classes that were assumed to be uncorrelated suddenly lose value at the same time, it is clear that MPT doesn’t work very well in the real world, especially during times of uncertainty.
 
Unlike most financial advisors that set up an asset allocation plan and make few to no changes regardless of what is happening in the real world, we at Blue Water do not rely on MPT to passively manage your hard earned money. Instead, we ACTIVELY manage portfolios with timely tactical adjustments to minimize risk and position the portfolios to benefit from the next catalyst that will drive returns. Our goal is to avoid catastrophic losses, yet we are willing to take on more risk when appropriate, as long as that risk is in line with our cyclical and secular views of the world. Our objective is to deliver positive long-term returns throughout the entire economic cycle.

The market volatility that we have experienced over the last couple of years, and even the last decade, will likely be with us for the next several years. To obtain return objectives, asset allocation will require ACTIVELY managed tactical adjustments to benefit from the ups and downs of the market. Most financial advisors are not structured to deal with this volatility and, quite frankly, don’t have the education and experience to know what to do or how to properly manage assets in such an environment. WE ARE DIFFERENT at Blue Water.

Are we in a Secular BEAR Market?

Historical Long Term Patterns in Stock Market Over Last 100+ Years
Secular Bear Markets Follow Secular Bull Markets
Average Secular Bear Market Has Lasted 16 Years
Secular Bear Markets Can Be Volatile
The Last Secular Bear Market from 1965 – 1981 Ended Down 11% After 16 Years of Volatility

Market Volatility Over Last Several Years (2000 – Present)
Shows Similarities To Past Secular Bear Markets
S&P 500 Index from 2000 to Present is Down 24% After 9 Years
Could the Volatility Continue for Several More Years?