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Our Blog



Mutual Fund Distribution | Mutual Fund Marketing | Mutual Fund Sales | Mutual Fund Wholesaling | Mutual Funds | Press | RIA | Starting a Mutual Fund | THIRD PARTY MARKETING | Undiscovered Mutual Funds newsletter
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Mutual Fund Marketing | Mutual Fund Sales | Mutual Funds | Starting a Mutual Fund | THIRD PARTY MARKETING | Undiscovered Mutual Funds newsletter
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Mutual Fund Sales | Other Cool Info | Screensaver | Starting a Mutual Fund | THIRD PARTY MARKETING | Wallpaper
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Mutual Funds
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Mutual Fund Sales | Mutual Fund Wholesaling | Starting a Mutual Fund | THIRD PARTY MARKETING
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Mutual Fund Sales | Mutual Fund Wholesaling | THIRD PARTY MARKETING
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Mutual Fund Sales | Mutual Fund Wholesaling | Starting a Mutual Fund | Uncategorized
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Mutual Fund Sales | Mutual Fund Wholesaling
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Starting a Mutual Fund
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Our Blog



Mutual Fund Distribution | Mutual Fund Wholesaling
  • Press Release: 1WS Capital Advisors Announces Launch of 1WS Credit Income Fund

    New Client, New Structured Credit Fund Launch: One William Street / 1WS Capital Advisors enter RIA market with new fund.

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

    Ultimus’ Kevin Guerette, sat down for a Q & A session with Stacy Havener, Founder & CEO of Havener Capital, a sales and marketing agency representing undiscovered mutual funds from some of the world’s leading asset managers, to discuss the importance of developing a sound inbound marketing strategy.

    Read More
  • Not All Who Wander Are Lost: Free Desktop Wallpaper

    Launching a mutual fund or simply undiscovered? Stay motivated with HCP's free computer screensaver!

    Read More
  • Five Tips on turning your Mutual Fund Distribution into an Experience

    As the experience economy evolves, we’re stepping up to provide more than a service. Read how Havener works to provide an experience with our mutual fund distribution efforts.

    Read More
  • 3 Reasons You Need to Plan Your Finance-Related Content

    You’re creating content because you heard it was important, but is there a method to your madness? Learn why planning is everything when it comes to your content marketing efforts.

    Read More
  • MUTUAL FUND WHOLESALERS AND LOSS AVERSION: LESSONS FROM A SMALL CLOSET

    Mutual fund marketing during periods of performance volatility is key since investor pain from losses is greater than their pleasure from gains. Is your mutual fund prepared?

    Read More
  • Looking for a Few Good Mutual Fund Wholesalers?

    Are you a mutual fund looking to improve your capital raising? Focus on mutual fund wholesalers with grit. Learn more from a leading third party marketing firm!

    Read More
  • Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

    Revisiting an important element of your mutual fund sales strategy: the art of leaving voicemails. Tips on how to get an advisor to call you back.

    Read More
  • Starting A Mutual Fund? Know When To Kick Off The Feed Bag.

    At Havener, when we meet with an asset manager who is launching a mutual fund and looking for marketing help, one of the questions we ask them is, “What is the capacity limit for this strategy?” This question is usually met with a chuckle, snort, or sideways look as the mutual fund may only have $25 or $50 mm in seed money.

    Read More
  • Do You Think Mutual Fund Wholesaling Is Dead?

    On the way out the door the other day, someone said to me, “Don’t you think mutual fund wholesaling is dead?” My answer was, “No” – but then I couldn’t stop thinking about the question… and whether I want to change my answer. Maybe wholesaling is dead, at least the way most firms do it.

    Read More

Let’s Get in Touch

  • phone 401.314.0430
    address 1 Mill Street, Second Floor
    Newport, RI 02840

    linked in Connect with us on LinkedIn
    • This field is for validation purposes and should be left unchanged.

Havener Capital Partners is an Institutional Division of Compass Securities. Securities offered through Compass Securities Corporation, Member FINRA/SIPC; 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184; T: 781-535-6083

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