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Why is Mutual Fund Branding So Important?

We get it—you’re a numbers guy or gal. However, if you’re out there hustling to launch a breakaway firm, new mutual fund or attract new business to your existing fund, you can’t forget to take time to focus on defining your venture’s branding.

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5 Topics for Your Mutual Fund’s Annual Strategy Session

As 2017 nears its end, 2018 is now the focus for most businesses. Reviewing the year that is closing and developing an actionable strategic plan for the year ahead is key to achieving success.  

So if you’re a mutual fund company in the planning...

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Virtual Office Pros and Cons: What to Consider When Starting a Mutual Fund

More and more people are doing their jobs virtually or remotely than ever before. Gallup’s State of the American Workplace reports that from 2012 to 2016, the number of employees working remotely rose from 39% to 43%. Virtual offices can also...

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10 Unique Gift Ideas For Your Clients, Co-Workers or Friends

"It's the most wonderful time of the year." Or is it? Holiday music is filling the air, Starbucks has color on their cups (other than green), people are talking about what gifts to buy others. While this may have some people giddy, it may leave...

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Former Chilton Team Launches Marketing Effort

Noted natural resource investors retain Havener Capital Partners

NEW YORK, NY (November 16, 2017) – Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners....

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Attending the Schwab IMPACT Conference in Chicago? 6 Things to Do in the Windy City

Our third party marketing team is on the road this week and excited to attend the Schwab IMPACT® conference in Chicago from November 14-17. If you’re also going to be in town, drop by our booth (#1164) to say hi!

While we know your focus is the...

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Meet Our Third Party Marketing Team | Stacy Havener, Founder & CEO

At Havener Capital Partners, there are two sides to our mutual fund marketing and sales business. There’s what we do—help our investment management clients raise assets by connecting with RIA and family office investors and blending the best of...

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MEET MOERUS CAPITAL MANAGEMENT

Unless you’ve been under a rock for the last few years, you know what has transpired with Marty Whitman’s Third Avenue Management: the impeccable reputation and talent across multiple investment strategies that catapulted them to over $26B in...

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MEET FULLER & THALER

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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