Blue Haven Capital is a low cost, experienced investment management firm whose client focus includes private foundations, public charities, and nonprofits. Bill Moucka, one of the founding partners of Blue Haven Capital and a member of ACN, brings over 22 years of investment experience to nonprofit clients. Blue Haven Capital’s expertise includes stocks, taxable and tax-free bonds, mutual funds, ETFs, and other vehicles. As foundations and endowments grow, the need for low cost, efficient, experienced investment management becomes increasingly important. Blue Haven Capital realizes that less money spent on investment management equates to more money spent on programs. We strive to bring low cost, experienced and professional investment advice to you so that you’ll have more money to spend on your granting and programming needs.

Blue Haven Capital offers the following services to private foundations, public charities, and nonprofits:

• Highly competitive management fees
• Diversified, experienced professional investment management
• Competitive fixed income ideas such as CDs and bonds
• Mission related investing ideas
• Socially Responsible portfolio analysis and management
• Endowment creation and direction
• Portfolio analysis and recommendation

• Public Charities
• Private Foundations
• Nonprofits
• Endowments
• Family Offices
• Individuals

Blue Haven Capital would welcome the opportunity to meet with executive directors, committees, or full boards to discuss how we may be able to increase the amount of money you have for your programming needs.