bluewatercm.com

BlueWater Capital Management, LLC

BWCM designs and constructs risk appropriate; return relevant investment portfolios to assist in achieving our client’s financial objectives. At BWCM, we constantly monitor our client’s portfolios as well as assess their changing needs in an effort to minimize any unnecessary risk. BWCM’s clients will find that they gain a deeper understanding of the behavior of their portfolios in the ever changing investment landscape. 2013 Blue Water Capital Management, LLC. 1001 James St, Syracuse, NY 13203.

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BlueWater Capital Management, LLC | bluewatercm.com Reviews

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BWCM designs and constructs risk appropriate; return relevant investment portfolios to assist in achieving our client’s financial objectives. At BWCM, we constantly monitor our client’s portfolios as well as assess their changing needs in an effort to minimize any unnecessary risk. BWCM’s clients will find that they gain a deeper understanding of the behavior of their portfolios in the ever changing investment landscape. 2013 Blue Water Capital Management, LLC. 1001 James St, Syracuse, NY 13203.

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BlueWater Capital Management, LLC | bluewatercm.com Reviews

https://bluewatercm.com

BWCM designs and constructs risk appropriate; return relevant investment portfolios to assist in achieving our client’s financial objectives. At BWCM, we constantly monitor our client’s portfolios as well as assess their changing needs in an effort to minimize any unnecessary risk. BWCM’s clients will find that they gain a deeper understanding of the behavior of their portfolios in the ever changing investment landscape. 2013 Blue Water Capital Management, LLC. 1001 James St, Syracuse, NY 13203.

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bluewatercm.com

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BlueWater Capital Management, LLC

http://www.bluewatercm.com/index.php

BWCM designs and constructs risk appropriate; return relevant investment portfolios to assist in achieving our client’s financial objectives. At BWCM, we constantly monitor our client’s portfolios as well as assess their changing needs in an effort to minimize any unnecessary risk. BWCM’s clients will find that they gain a deeper understanding of the behavior of their portfolios in the ever changing investment landscape. 2013 Blue Water Capital Management, LLC. 1001 James St, Syracuse, NY 13203.

2

BlueWater Capital Management, LLC

http://www.bluewatercm.com/individual_investors.html

Who Are Our Clients? We serve clients with a wide range of professions, business types and investment needs. Our clients are individuals, couples, multigenerational families, business owners and institutions. Our typical clients:. Value the independence and professional integrity of our business model. Understand the benefits of a long-term perspective and diversified investment strategy. Have reasonable expectations of risk and return. Value our expertise and dedication. Avoid conflicts of interest; and.

3

BlueWater Capital Management, LLC

http://www.bluewatercm.com/account_access.html

2013 Blue Water Capital Management, LLC. 1001 James St, Syracuse, NY 13203. 888483.5957 info@bluewatercm.com. Sign up for our e-newsletter.

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BlueWater Capital Management, LLC

http://www.bluewatercm.com/about_bluewater_management.html

Why choose Blue Water. Stephen D. Swift, ChFC. Partner, Sales and Relationship Management. R Bruce Bachman, CLU, ChFC. Partner, Compliance and Regulatory. John A. Paganelli. Partner, Operations and Administration. Thomas W. Brown, CRPS. Director - Retirement Plan Services. Wealth Manager - Private Client Services. Trisha L. Sterling. Manager, Operations and Administration. 2013 Blue Water Capital Management, LLC. 1001 James St, Syracuse, NY 13203. 888483.5957 info@bluewatercm.com.

5

BlueWater Capital Management, LLC

http://www.bluewatercm.com/disclosure.html

Blue Water Capital Management, LLC is an investment advisor registered under the Securities and Exchange Commission. The trademarks and service marks contained herein are the property of their respective owners. No portion of any information contained herein may be reprinted, sold, or redistributed without the written consent of Blue Water Capital Management and/or the individuals entities mentioned herein. 2013 Blue Water Capital Management, LLC. 1001 James St, Syracuse, NY 13203.

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BWCM designs and constructs risk appropriate; return relevant investment portfolios to assist in achieving our client’s financial objectives. At BWCM, we constantly monitor our client’s portfolios as well as assess their changing needs in an effort to minimize any unnecessary risk. BWCM’s clients will find that they gain a deeper understanding of the behavior of their portfolios in the ever changing investment landscape. 2013 Blue Water Capital Management, LLC. 1001 James St, Syracuse, NY 13203.

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