A complete list of active advisors currently associated with Blue Water Asset Management

Warmer can help you find a great advisor at Blue Water Asset Management or one who fits your needs even better.

Blue Water Asset Management provides discretionary portfolio management, financial planning, consulting, and pension consulting to a mix of individual clients (including high-net-worth individuals) and institutional clients such as pension plans and insurance companies. The firm bills asset-based management fees and delivers services that include selection and monitoring of third‑party money managers and model portfolios. Its investment process is tailored and discretionary, relying on Modern Portfolio Theory, a blend of long- and short‑term strategies, and the use of sub‑advisers and model portfolios to implement asset allocation across mutual funds, ETFs, REITs, and other instruments. The brochure notes the firm generally does not prioritize tax efficiency as a primary objective and typically will not accommodate client restrictions for accounts managed via models or third‑party strategies. Notable disclosures in the brochure include affiliations with licensed insurance agencies and the presence of dually registered representatives (registered with a broker‑dealer), and the firm explicitly lists insurance companies among its client types — arrangements that can introduce commission and referral conflicts. The firm also documents advice on real‑estate-related investments (REITs and interests in real estate partnerships) alongside its advisory services, a combination that is less common among similarly sized team advisory firms.

To learn more about the advisors currently working at Blue Water Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.