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Blue Water Capital Management, LLC Chosen By The University of California San Diego (UCSD) To Lead Monthly Seminars For Their Retirement Association


San Diego, California, USA, January 27, 2009 – Blue Water Capital Management, LLC, an independent, fee-only, investment management and financial planning firm, was recently selected by UCSD to give monthly investment seminars to their Retirement Association.

Suzan Cioffi, Director of UCSD’s Retirement Resource Center, said that they were taking a new direction with their monthly investment series. Previously, brokers from traditional Wall Street firms presented topics, but Suzan decided this year to bring in an independent advisory firm instead. A colleague referred her to Blue Water Capital Management, LLC because of their professionalism, experience and approach.

“I think it’s important to educate people about the fundamentals of investing. Times change, fundamentals don’t though” explains Terry Green, Blue Water’s Managing Director. “With today’s investment environment and the ever unhelpful media, it’s easy to get off track if you don’t have a well-grounded philosophy. This is what we discuss every day with our clients and the kind of discussions we lead with the Retirement Association.”

The message has been well-received by the Association’s members. “Terry and Hal give an excellent presentation and lead very interesting discussions” explains Suzan. “We’re very grateful for their time.”

Blue Water Capital Management, LLC ( is headquartered in San Diego, California, but has clients throughout the United States. Their straight-forward investment strategies and old-fashioned service are unique to an industry marred by over-promise and under-deliver results and service.


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 Fee Only
 Investment Management
 Financial Planning

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