The active passive debate hinges on whether markets are efficient or if there are anomalies that investors can uncover and leverage. In order for markets to be efficient, the people investing in them would also have to be “efficient” – no...

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5 Tips for Content Marketing in a “Boring” Industry (Like Financial Services)

We don’t know about you, but when it comes to talking about data, alpha, and helping our investment management clients raise assets, we kind of geek out. Juggling numbers, strategy, and the markets—our third party marketing team gets a thrill out...

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The Truth About Mutual Fund Blog Frequency and Length

At Havener Capital Partners, our third party marketing team meets a lot of mutual fund firms who understand the benefits of blogging and want to get their mutual fund blog started. However, many seem to get hung up on two questions: “How often...

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Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

We’re going to let you in on a little secret, if you haven’t realized it already: Every investor or RIA you contact may not be a good fit for your mutual fund. 

That doesn’t have to be the end of the road for your relationship with them, though....

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RIAS: We Want to Hear from You!

Are you a Registered Investment Advisor (RIA)? If so, you are our tribe here at Havener Capital Partners. We respect the work you do for individual and institutional investors, and many of you wear multiple hats - including keeping your ear to...

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4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

When you’re starting a new business or even a new project, it’s easy to get stuck in your own head and second guess everything. For example, you may want to grow your business and generate new leads by developing awesome marketing materials (fact...

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Community Capital Management Announces Sales & Marketing Partnership

Impact investment pioneer retains Havener Capital Partners

Ft. Lauderdale, FL (August 29, 2017)Community Capital Management (CCM) is excited to announce a new partnership with third party marketing agency Havener Capital Partners (Havener).

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Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

If you’re already engaging in inbound marketing, or even just in the planning stages—congrats! You’re already ahead of most undiscovered mutual funds. If you aren’t sure, what inbound marketing means… we’ve got you covered. Keep reading.

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Get Inspired...Share Your Mutual Fund Story!

When we came across the quote Unexplored paths lead to undiscovered treasures,” we couldn’t help but think of all the amazing mutual funds out there that are still flying under the radar. The top 25 fund complexes are controlling 76% of total...

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Why Is Blogging Important? The Benefits of Blogging on a Regular Basis

When you’re trying to get your mutual fund off the ground or need some new leads, the different types of marketing options available to you may be a bit overwhelming. Where are you supposed to begin?

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5 Things to Do in Newport, RI During the Opal Family Office Forum

If you’re planning to attend the Opal Group’s Family Office & Private Wealth Management Forum from July 24-26, 2017 in Newport, Rhode Island, you’re probably starting to get excited. Pretty soon, you’ll be meeting investment managers, private...

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Jazz Up Your Mutual Fund Marketing: Summertime Playlist

The days are getting longer and the kids are on vacation, but if you’re trying to get your undiscovered mutual fund off the ground, you know there’s still plenty of work to be done over the summer. Whether you’re working on your mutual fund...

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