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 the ground for news on interesting active managers. That’s why we have to ask you a very important question: Could you help our third party marketing team and take a quick 5 question survey?
We know you’ve got a lot on your plate and we value your time—that’s why everyone who takes the survey will be entered to win one of two $50 Amazon gift cards.
At Havener, we are always looking for best-in-breed managers to represent in the advisor channel, and your professional opinions and insights are so important to us. Have you come across any cool, undiscovered mutual funds lately? What are you working on these days? What are your current research priorities? We’re dying to know.
After you participate in the Havener Capital Partners 2017 Survey, we will also share the anonymous survey results with you and everyone else who participates. You’ll be able to gain insight into what other RIAs are doing, their stance on active managers, challenges in their asset allocation models, and active asset classes they’re currently investing in. The results of our advisor survey could help guide your research in the coming months and open your eyes to new opportunities in the market.
The survey closes on September 20, 2017, so don’t forget to answer the 5 questions before then! Remember, we’ve got two $50 Amazon gift cards, and your name could be on one of them.
Thank you for your continued support!
About the Author
Stacy Havener is the founder of Havener Capital Partners, providing her sales and marketing expertise to a select group of high quality managers. Well recognized in the Registered Investment Advisor and wealth management channel, Stacy has significant experience in product development as well as raising assets through successful distribution strategies.Based in Newport, RI, Stacy balances her career with her love of travel, passion for cooking, and an addiction to crossword puzzles.