Blue Haven Capital, LLC

Blue Haven Capital provides fee-only investment management and advisory services to individuals, high‑net‑worth clients, trusts, estates, family foundations, and charitable organizations. The firm manages client accounts on a discretionary basis and implements portfolios using mutual funds, ETFs, individual stocks and bonds, options on securities, and certain private investments.

The firm’s investment approach is a diversified, asset‑allocation model informed by Modern Portfolio Theory and a strategic buy‑hold‑rebalance philosophy, with target allocations set to client risk tolerance. For clients who desire additional strategies, Blue Haven may use individual bonds, private credit/private‑equity vehicles such as Business Development Companies (BDCs), and a range of options techniques (covered calls, cash‑secured puts, and spreads) for income, hedging, or speculative purposes.

Distinctive aspects for a small, two‑advisor firm include its SEC registration effective January 7, 2026 after exceeding $100 million in regulatory assets under management and its requirement that clients custody assets at Charles Schwab, with disclosure that the firm receives Schwab-provided research and services. The firm also follows an educational, non‑directive policy on retirement rollovers and does not accept proxy‑voting authority, leaving proxy votes to clients.