Thursday, May 8, 2014

PRESS RELEASE: BWCM Announces New Tactical Strategies

SYRACUSE, NY - Blue Water Capital Management, LLC, an SEC registered investment advisor providing discretionary asset management services to individuals and institutions, and Ferrell Capital Management, LLC (FCM), a premier provider of risk management solutions, have signed a definitive agreement to bring innovative tactical risk managed investment strategies to market.
Blue Water launched an ETF based large-cap equities strategy utilizing FCM’s proprietary RiskVantage System which seeks to maximize market exposure to rising markets while limiting exposure to declining markets. Together, they have also launched a series of multi-asset class ETF portfolios combining Blue Water’s strength in asset allocation with FCM’s daily risk management.  
“Blue Water Capital Management was founded on disciplined risk management and Bill Ferrell is a pioneer in the field. FCM’s process compliments ours and we believe that applying their daily approach to risk control is an evolutionary step for Modern Portfolio Theory,” said John Paganelli, Blue Water Capital Management’s COO and Partner.
“We share Blue Water Capital Management’s commitment to providing their clients with investment strategies that will help them achieve their financial goals while carefully managing risk,” said Bill Ferrell, President and CIO of FCM. “Blue Water’s desire to offer their clients broadly diversified investment strategies allows us to maximize the value of daily risk measurement and control.”
For more information on Blue Water Capital Management’s investment strategies, please contact Stephen Swift at (315) 438-8690 x13, or visit the firm’s website at
Blue Water Capital Management, LLC is an SEC registered investment advisory firm, headquartered in Syracuse, NY. The firm, founded in 2007, provides discretionary asset management services to individual and institutional clients and is a provider of out-sourced asset management services to representatives of independent broker dealers as well as other registered investment advisory firms.
Ferrell Capital Management, LLC is one of the leading experts on financial-market risk management. Since 1988, the firm’s management has developed a variety of risk-allocation and budgeting methodologies while advising many blue-chip institutions on their practical application to portfolio management. FCM seeks to reduce the fundamental fears of investing by offering an innovative means of measuring and managing risk. The foundation is the belief that market behavior contains valuable insight into the level, direction, and pace of change of risk. Daily monitoring provides opportunities to adjust market exposures to minimize losses and participate in healthy risk environments.