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...

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...

"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...

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....

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...

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...

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...