Happy Holidays! 10 Cool Gift Ideas for Your Clients, Co-Workers or Friends

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...

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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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5 Topics for Your Mutual Fund’s Annual Strategy Session

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...

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10 Unique Gift Ideas For Your Clients, Co-Workers or Friends

"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...

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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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RIAS: We Want to Hear from You!

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...

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5 Things to Do in Newport, RI During the Opal Family Office Forum

If you’re planning to attend the Opal Group’s Family Office & Private Wealth Management Forum from July 24-26, 2017 in Newport, Rhode Island, you’re probably starting to get excited. Pretty soon, you’ll be meeting investment managers, private...

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Jazz Up Your Mutual Fund Marketing: Summertime Playlist

The days are getting longer and the kids are on vacation, but if you’re trying to get your undiscovered mutual fund off the ground, you know there’s still plenty of work to be done over the summer. Whether you’re working on your mutual fund...

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The 10 Best Hotels Our Third Party Marketing Team Loves

We travel year-round to meet with undiscovered mutual funds and RIAs looking for mutual fund marketing help, so the team here at Havener Capital Partners know a thing or two about sensational hotels. When you’re living out of a suitcase, you...

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Book It! Our Top Reading Recs for When You Need a Break from the Mutual Fund Grind

We don’t like to brag, but our third party marketing team is pretty lucky to have an office right in the middle of downtown Newport, Rhode Island. The Havener Capital Partners headquarters is a two-minute walk to the water (okay, maybe three...

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Marketing Mojo: Playlist to Inspire Your Mutual Fund Distribution Efforts

At Havener Capital Partners, we take motivation, mojo and good vibes seriously. It’s not unusual to find this third party marketing team jamming to tunes while we sit in the conference room in a strategy session developing marketing and sales...

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