Blue Water Asset Management

Nicolle Rumsey is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding a Series 65 credential and seven years of industry experience. She has worked at LPL Financial and INVEST Financial in prior roles. Outside of advising, she works as an independent contractor for a cleaning business. Blue Water Asset Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a tailored, discretionary investment approach utilizing Modern Portfolio Theory and a mix of long- and short-term strategies implemented through model portfolios and sub-advisers.

Jay Greer is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Blue Water Asset Management since 2015 and also serves as president and managing member of Jay Greer & Co, LLC, a financial planning and investment company. Outside of finance, he is a partner and board-level contributor to Renucell Group, a healthcare skincare business. Blue Water Asset Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and insurance companies, offering discretionary portfolio management and consulting services. The firm employs a tailored investment process that incorporates Modern Portfolio Theory and utilizes sub-advisers and model portfolios across various asset classes.

Mark Redfield is a ChFC® credentialed financial advisor with 40 years of experience. He is a principal at Blue Water Asset Management in Grand Rapids, MI, where he has worked since 2015. His prior experience includes roles at INVEST Financial Corporation, LPL Financial, and Silver Oak Securities. Outside of advisory services, he manages timberland operations and carbon trading through an ownership interest in Grass Lake East Properties LLC. Blue Water Asset Management provides discretionary portfolio management, financial planning, consulting, and pension consulting to individual and institutional clients. The firm employs a tailored, discretionary investment process utilizing Modern Portfolio Theory, third-party money managers, and model portfolios across multiple asset classes including mutual funds, ETFs, and REITs.

David Teroller is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Blue Water Asset Management since 2015 and is also associated with Redfield Financial Group, where he has worked since 1990. Outside of advisory work, he is involved with DTL Enterprise, LLC, a company engaged in internet distribution of consumer products. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers and offers a broad range of investment types along with pension consulting and insurance-related services.

Benjamin Redfield is a financial advisor with Blue Water Asset Management in Grand Rapids, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Water, he worked at Redfield Financial Group and has experience in education roles at Spring Arbor University and Northpointe Christian High School. Blue Water Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs tailored strategies using model portfolios and third-party sub-advisers and provides a broad range of investment services including pension consulting and advisory services to insurance-company clients.

Theodore Terzian Jr. is a financial advisor with Blue Water Asset Management and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Silver Oak Securities, LPL Financial, and Invest Financial Corporation. In addition to his advisory work, he is involved in sales of non-variable life insurance. Blue Water Asset Management provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm utilizes tailored, discretionary strategies with model portfolios and third-party sub-advisers, serving a diverse client base that includes pension plans, banks, and insurance companies.

Beau Redfield is a CFP® with seven years of industry experience. He has worked at Blue Water Asset Management since 2016, with a brief period at Redfield Financial Group from 2016 to 2019 before returning to Blue Water Asset Management in 2019. Blue Water Asset Management provides discretionary portfolio management, financial planning, and consulting services to both individual and institutional clients. The firm uses a tailored investment process that includes Modern Portfolio Theory, model portfolios, and third-party sub-advisers to manage assets across various instruments.