Unconventional Markets Require Unparalleled Insight – We’ve Got You Covered

Unconventional. Untraditional. Unprecedented. Any of those words could aptly describe the current economic and market backdrop.

Unapproachable. Uninspiring. Unacceptable. This is how we would describe the typical level of communication large...

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Finding Your Story, Finding Your Tribe: The Secret Sauce for Asset Managers

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.


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Q&A: Why Asset Managers Should Consider Inbound Marketing In Their Mutual Fund Strategy

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...

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Headed to the Morningstar Investment Conference in Chicago? 6 Things to Do in the Windy City.

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.


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Undiscovered Mutual Funds™ 2018 Tour Announcement - Become a VIP

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.

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Top 10 Reasons to Include Inbound Marketing in Your Mutual Fund Marketing Strategy

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...

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Why is Mutual Fund Branding So Important?

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.


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Virtual Office Pros and Cons: What to Consider When Starting a Mutual Fund

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...

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Attending the Schwab IMPACT Conference in Chicago? 6 Things to Do in the Windy City

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...

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Meet Our Third Party Marketing Team | Stacy Havener, Founder & CEO

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...

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5 Tips for Content Marketing in a “Boring” Industry (Like Financial Services)

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...

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The Truth About Mutual Fund Blog Frequency and Length

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...

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