Blue Water Capital Management LLC Email Format

Financial ServicesCalifornia, United States2-10 Employees

Blue Water Capital Management LLC is an independent, fee-only registered investment advisory firm based in San Diego, California. The firm provides financial planning and investment management services, with portfolios designed to be globally diversified, low-cost, and tax-efficient, drawing on established theories and research to form an investment plan. Its clients are individuals seeking help in defining, pursuing, and achieving financial goals, supported by a focus on helping them lead more financially secure lives. In the financial services industry, Blue Water positions itself as a fiduciary advisor offering comprehensive planning and portfolio management, grounded in a disciplined, research-based approach. A recent development noted in industry news is that Blue Water was acquired by Perigon Wealth Management, a detail reflecting its place within a broader national advisory network.

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