Article reposted with permission from Ultimus. 

Ultimus’ Director of Distribution Strategies, Kevin Guerette, sat down for a quick Q & A session with Stacy Havener, Founder and CEO of Havener Capital, a sales and marketing agency representing...

There are a million (seriously, a million) of things to do in Chicago.  But, if you are planning to be there next week (June 11-13) for the Morningstar Investment Conference, we've put together a list of 6 things to do while you are visiting.

Let...

Two-time Manager of the Year selects Havener Capital Partners

Waukesha WI – (May 31, 2018) – Dana Investment Advisors (“Dana”) recently announced their 2018 Asset Manager of the Year for the category U.S. Equity Large Cap at the Envestnet | PMC...

There are so many amazing new sales and marketing tactics for mutual funds to embrace, websites to build, social media to retweet, blogs to write, webinars to host. At Havener Capital Partners, we have seen the incredible power of the above. Yet...

Market volatility who?

Yeah. Exactly. Remember market volatility? It's back.

Havener Capital Partners taps Steve Wine as President

NEWPORT, RI (February 6, 2018) – Havener Capital Partners (“Havener”) announced today that the sales and marketing agency is welcoming a new partner as President. Steve Wine joins Havener...

You believe that the biggest funds are not necessarily the best funds.

Your clients rely on you to find new, interesting, and talented managers.

You like undiscovered mutual funds, but have trouble finding them…

Until Now.

Standing out in the vastness of the modern internet is a challenge for even the most informed, and web-savvy businesses. You might have the most exciting strategy and well-managed fund out there, but if your website doesn't tell that story...

There is something magical about that calendar page turning over and the new digit on the end of the year that makes us stop and reflect. This past year, we hope you found our articles valuable, resourceful, and that they provided you with a...

We get it—you’re a numbers guy or gal. However, if you’re hustling to launch a breakaway firm, new mutual fund or attract new business to your existing fund, a successful mutual fund branding strategy will separate you from the pack.

Branding...

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...