We help investment boutiques grow.

You’re a rockstar at investing but marketing isn’t your thing

Let's Tell Your Story
+ Find Your Fans

  • Supercharge your sales

    Supercharge your sales

    You’re busy launching a new fund and being a rockstar portfolio manager, but you need help with sales and marketing. We partner with select boutiques to grow your business (and your AUM) using our blueprint.

    Plug in
  • Power your marketing

    Power your marketing

    You need to elevate your marketing with a creative agency that knows investments. We bring a wealth of talent to tell your story and generate content-based campaigns that get you in front of the right investors.

    let's jam
  • Get Expert Coaching

    Get Expert Coaching

    Ready to amplify your fund-raising journey? Join our exclusive community—The Boutique Investment Collective—to get expert coaching on our time-tested framework that has raised billions for investment boutiques.

    apply to join

Our story

Founded by Stacy Havener in 2010

After college, our founder, Stacy Havener, took a job with her high school soccer coach - a $1B small cap equity manager - to help him launch a new fund. Her goal wasn’t to build a career on Wall Street; it was to earn enough money to pay for grad school to become a professor. Stacy was a writer, a poet, a story teller, not a fancy financier. She was a blue-collar kid from a working class town who got the “wrong” degree from the “wrong” school. She didn’t belong on Wall Street.

It turns out in an industry full of men who love numbers, there was a place for a girl who loved words… read more.

Tired of the bigs being the headliners?

Us too.

The asset management industry favors the “bigs.” Not because they're better, but because they're bigger. The odds may be stacked against the boutiques, but that’s not going to stop us. We’re committed to leveling the playing field, or at least putting a dent in it, by helping boutiques raise $100 billion this decade.

You want in? Put on your leather jacket, let’s do this.

The Best In the Industry with Street Smarts to Boot

YOUR ROADIES

  • Stacy Havener

    Stacy Havener, Founder & CEO

  • Erik Gudim

    Erik Gudim, CFA, Director of Research

  • Dustin Sullivan

    Dustin Sullivan, Chief Revenue Officer

  • Anna Robinson

    Anna Robinson, CMO

  • Josh Walker

    Josh Walker, VP / Sales Director

  • Shannon Taji

    Shannon Taji AIF®, C(K)P®, Sales Director

  • Brian Hennigan

    Brian Hennigan, Sales Development

  • Erika Hutchings

    Erika Hutchings, Creative Director

  • Emily Boyle

    Emily Boyle, Director of Content

  • Kerby Meyers

    Kerby Meyers, Investment Writer

  • Alicia Purden

    Alicia Purden, Marketing Manager

  • Steph Russell

    Steph Russell, Marketing Manager

  • Andrew Makowski

    Andrew Makowski, Graphic Designer

  • Mary Mack

    Mary Mack, Brand Manager

  • Kaila McGreal

    Kaila McGreal, Executive Assistant

  • Ralph Rudolph

    Ralph Rudolph, Growth Strategist

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