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Our Blog



Mutual Fund Marketing | Mutual Funds | THIRD PARTY MARKETING | Undiscovered Mutual Funds newsletter
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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 Marketing | Mutual Fund Sales | Mutual Funds | THIRD PARTY MARKETING
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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 Fund Wholesaling | Mutual Funds | Press | RIA | Starting a Mutual Fund | THIRD PARTY MARKETING | Undiscovered Mutual Funds newsletter
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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 Marketing | Mutual Fund Meeting Prep | Mutual Fund Sales | THIRD PARTY MARKETING | Undiscovered Mutual Funds newsletter
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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 Marketing | Mutual Funds | Other Cool Info | THIRD PARTY MARKETING | Undiscovered Mutual Funds newsletter
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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 Marketing | Mutual Fund Sales | Mutual Fund Wholesaling | Starting a Mutual Fund | THIRD PARTY MARKETING | Undiscovered Mutual Funds newsletter
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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 Marketing | Mutual Fund Sales | Mutual Funds | Press | THIRD PARTY MARKETING
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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 Marketing | Mutual Fund Sales | Mutual Fund Wholesaling | Mutual Funds | THIRD PARTY MARKETING
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

    Read More
  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

    Read More
  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

    Read More
  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

    Read More
  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

    Read More
  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

    Read More
  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

    Read More
  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

    Read More
  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

    Read More
  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

    Read More
  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

    Read More
  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

    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 Marketing | Other Cool Info | Undiscovered Mutual Funds newsletter
  • Going to the Morningstar Conference? 3 Restaurant Recommendations

    Restaurant recommendations for mutual funds and investors going to the Morningstar Investment Conference in Chicago, May 8 - 10, 2019.

    Read More
  • Are You Searching For Undiscovered Mutual Funds?

    Will you be attending the Morningstar Investment Conference in Chicago May 8 - 10? Are you looking for Undiscovered Mutual Funds?

    Read More
  • 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
  • TOP 3 HAVENER CAPITAL PARTNERS BLOG POSTS FROM 2018

    Do In-Person Meetings Still Matter? What Award-Winning Asset Manager selected Havener as their partner? What industry veteran joined our third party marketing firm? Find out the answers to these questions and more in our top 3 blogs posts from 2018.

    Read More
  • 10 COOL GIFT IDEAS FOR YOUR CLIENTS, CO-WORKERS OR FRIENDS

    Check out this year’s list of 10 Unique Holiday Gift Ideas for your clients, co-workers, and friends.

    Read More
  • Havener Capital Partners: New Clients & New Teammates

    HCP is expanding our line-up. Meet the latest Rockstars.

    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
  • INFINITY Q WINS THE 2018 LIPPER AWARD FOR ITS DIVERSIFIED ALPHA FUND

    The award is based on the three-year risk-adjusted performance. The Fund was ranked #1 out of 43 funds in the category. For more information, view the full press announcement.

    Read More
  • Knock Knock. Who’s There? Market Volatility.

    Remember when market volatility was a thing? Well, it’s back. Check out this chart. If you are looking for ways to take advantage of the volatility (or protect client portfolios), give us a call. We’ve got some interesting ideas!

    Read More
  • Undiscovered Mutual Funds™ 2018 Tour Announcement – Become a VIP

    Undiscovered Mutual Funds is hitting the road. We’re coming to a city near you! Want to know what managers are participating, cities we are visiting and dates? Add your name to the VIP List.

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

    Sure, your fact sheet is informative. Yep, you collected 20 business cards at the last conference. How many prospective clients engaged with your last blog post or downloaded your latest whitepaper? Read more about inbound marketing and how it can help you.

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  • Top 3 HCP Blogs from 2017

    Did you miss our top blog posts? Don’t worry, we’ve got you covered. Check out our latest article where we have highlighted our 3 most popular blogs from 2017.

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  • Why is Mutual Fund Branding So Important?

    76% of total mutual fund assets are controlled by the top 25 fund complexes—what makes your fund stand out from the crowd? Learn why branding is so essential in our new blog + infographic.

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  • 5 Topics for Your Mutual Fund’s Annual Strategy Session

    If you want to grow your mutual fund in 2018, you need a strategy. Have an annual meeting with your team. Get 5 topics to add to your agenda in our new blog.

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

    A Gallup poll found that 37% of American workers have worked virtually in their careers, a four-fold increase since 1995—and that number continues to rise. But is a virtual office right for your growing mutual fund? We discuss the pros and cons in our new blog.

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  • Undiscovered Mutual Fund Newsletter: Meet Fuller & Thaler

    Looking for Undiscovered Mutual Funds? Meet Fuller & Thaler. (Yes, that Thaler. The 2017 Nobel Prize Winner in Economics.)

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

    The finance world is fun, and just because your spouse’s eyes glaze over when you talk about work, it doesn’t mean that no one wants to hear from you. Read our blog to learn why there’s an audience for everyone in content marketing (even you, Mr. Breakaway Fund Manager!).

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  • The Truth About Mutual Fund Blog Frequency and Length

    “How often should I be posting blogs?” “How long should my blog posts be?” Our third party marketing firm hears these questions all the time from mutual fund clients—here’s what we tell them.

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  • Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

    Have you ever referred a lead to a competing mutual fund because you knew it would be a better fit? If you haven’t, our new blog explains why you may want to rethink your sales strategy.

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  • 4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

    Struggling to launch content marketing initiatives for your mutual fund? Our new blog shares 4 reasons you need to get on board, plus a motivational desktop wallpaper for September that you’ll definitely want to download.

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  • Community Capital Management Announces Sales & Marketing Partnership

    Impact Investment Pioneer, Community Capital Management, has retained Havener Capital Partners to assist with marketing and sales efforts in the Registered Investment Advisor (RIA) and wealth management channels.

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  • Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

    You should be on a first name basis with your ideal mutual fund client before you even meet them. How is that possible? Read our new blog about the power of buyer personas.

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

    Planning to attend the Opal Group family office forum? Our third party marketing team shares 5 things you shouldn’t miss doing while visiting Newport, RI.

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  • Jazz Up Your Mutual Fund Marketing: Summertime Playlist

    Having a hard time being productive during the summer months? Here is an idea to help you stay pumped about marketing your mutual fund.

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  • 4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

    4 ideas to add some sparkle to your mutual fund marketing + free July wallpaper.

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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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