Blue Water Capital Management, LLC

Blue Water Capital Management is an SEC-registered investment adviser in Syracuse. The firm handles investment management and financial planning for individuals, retirement plans and other financial advisors. Its approach is fundamental and active, built around careful attention to risk, and it serves everyone from individual investors to the advisors who manage money for others.

A big part of that approach is protecting client capital when markets decline, while still aiming for growth when they rise. Before anything else, the team works through a detailed discovery process with each client to understand how much risk they can accept and how much return they actually need.

What to Know

• The firm is a registered investment adviser with the SEC.
• Clients include individuals, retirement plans and financial advisors.
• Every relationship starts with a discovery conversation about risk tolerance and return goals.
• Its style is described as fundamental, active management with close attention to downside risk.
• Blue Water Capital is a member of CenterState CEO, the regional chamber based in Syracuse.