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 www.bluewatercm.com.
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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.