Blue Water Capital Advisors of Duluth, Minnesota - Advice grounded in reality

Blue Water Capital Advisors - Duluth, Minnesota

Monitoring Investments

Our approach to monitoring investments includes:

  • Regular investment committee and management meetings
  • Ongoing research
  • Ongoing dialogue with analysts and industry experts
  • Daily monitoring of portfolio liquidity and quantitative and technical monitoring of each portfolio
  • Attendance at industry specific conferences and trade shows
  • Ongoing review of brokerage research reports, corporate filings and price targets
  • Participation in quarterly conference calls and management presentations

Management Process
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Blue Water Capital Advisors - Duluth, Minnesota

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218-464-4399 877-327-5062
1405 Medical Arts Bldg. 324 W. Superior St. Duluth, MN 55802