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...
Still excited about that button-up shirt you got for Christmas last year? We didn’t think so! What about the gift card to your local coffee shop? Spent it in two days? Same here!
People outside the wealth management industry may see us as a bunch...
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...
NEW YORK, NY (April 13, 2018) - Infinity Q Diversified Alpha received the 2018 award for best multi-strategy alternative fund at the Lipper Awards. The award is based on the three year risk-adjusted performance. The Fund was ranked 1 out of 43...
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...
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...
401.314.0430
1 Mill Street, Second Floor,
Connect with us on