For small asset managers, the math can seem daunting: In a $17.7 trillion mutual fund industry, 79% of the assets are managed by just 3% of the fund families. And since 2015, the largest managers have taken another 1% market share each year.

So...

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...

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...

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...

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...

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...

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...

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...

When you’re starting a new business or even a new project, it’s easy to get stuck in your own head and second guess everything. For example, you may want to grow your business and generate new leads by developing awesome marketing materials (fact...