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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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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 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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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
  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

    Are you unknowingly influenced by what is popular in business, life… mutual fund investments? Challenge your thinking in this new blog post from Havener Capital Partners.

    Read More
  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

    Struggling to introduce new clients to your mutual fund, but don’t have that sales gene? Havener Capital Partners explains how a third party marketing firm can help.

    Read More
  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

    Read More
  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

    Read More
  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

    Read More
  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

    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
  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

    Read More
  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

    Read More
  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

    Read More
  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

    Read More
  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

    Read More
  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

    Start 2017 with a plan to achieve your goals. Get inspired with tips from third party marketing firm Havener Capital Partners (plus some help from the Kool-Aid Man and Allen Iverson).

    Read More
  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

    Read More
  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

    Read More
  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

    Read More
  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

    Read More
  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

    Read More
  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

    Read More
  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

    Read More
  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

    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
  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

    Read More
  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

    Read More
  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

    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 Meeting Prep | 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
  • Headed to Morningstar? 6 Things to Do in the Windy City.

    What to do in Chicago June 11-13, 2018 if you’re attending the Morningstar Investment conference.

    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
  • Do In-Person Meetings Still Matter?

    High tech sales and marketing is powerful, but so is meeting people face-to-face.

    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
  • 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
  • Former Chilton Team Launches Marketing Effort

    Goehring & Rozencwajg Associates (“G&R Associates”) today announced their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of G&R Associates with a focus on their newly launched mutual fund.

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

    Will we see you at Schwab IMPACT this week in Chicago? Plan for some fun with our list of things to do while you’re in town.

    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
  • 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.

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  • Popular Mutual Funds = Perfect Mutual Funds? Far From It.

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  • 5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

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  • 6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

    Struggling to get your mutual fund discovered? Learn 6 benefits of hiring a marketing firm.

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  • Motivation During Market Ups and Downs + Free Graphic

    4 positive lessons you can learn during market ups and downs + [FREE SCREENSAVER GRAPHIC].

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  • The 10 Best Hotels Our Third Party Marketing Team Loves

    The warmer months have a special way of making work and play collide. Before you book your summer travel, check out our mutual fund marketing team’s list of the 10 best hotels.

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  • 3 Steps to Conduct a Killer Mutual Fund Sales Meeting

    Got Meetings? Don’t botch them. Learn 3 steps to shine bright like a diamond.

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  • Not All Who Wander Are Lost: Free Desktop Wallpaper

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

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  • Havener Announces New Initiative for Undiscovered and New Mutual Funds

    Under the radar mutual fund? Learn about Havener’s new initiative that might help you get discovered.

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  • Bloom Where You’re Planted: Free Desktop Wallpaper Design for April from Havener Capital Partners

    Don’t you think it’s about time your computer desktop underwent a little spring cleaning? Spruce things up by downloading HCP’s FREE desktop wallpaper for April!

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  • 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.

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

    Looking for a good read? The team at Havener created a list of our 12 favorite books. So, dust off our library card…these are some solid book recommendations.

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  • AS LUCK MAY HAVE IT…FREE DESKTOP WALLPAPER FOR MARCH FROM HAVENER CAPITAL PARTNERS

    As luck may have it...HCP is giving you FREE desktop wallpaper inspired by Thomas Jefferson’s quote: “The harder I work, the more luck I seem to find.” Download this month’s design and stay inspired to work harder all day long!

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  • MARKETING MOJO: PLAYLIST TO INSPIRE YOUR MUTUAL FUND DISTRIBUTION EFFORTS

    Need some inspiration? Havener shares top picks of their most motivating songs! Read how music plays a role in our mission.

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  • Share the Love with February’s (free) Desktop Wallpaper from Havener Capital Partners

    Combining work with passion are the keys to success and happiness. Download HCP’s free desktop wallpaper and stay inspired All. Day. Long.

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  • 3 TIPS FOR MAKING YOUR 2017 MUTUAL FUND MARKETING STRATEGY “KOOLER”

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  • FREE (& FRESH) JANUARY WALLPAPER FROM HAVENER CAPITAL PARTNERS

    Did you have an end of year strategy session with your team? We did. Our minds may have melted a little, BUT we are back and ready to rock. Sharing a free wallpaper for a fresh start and a clean slate.

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  • IDENTIFYING YOUR PURPOSE: WHAT VS. WHY IN MUTUAL FUND MARKETING

    Launching a mutual fund is not easy. Identifying why you took the initial leap, and why your investors should care, is your most powerful differentiator. Read more about what should be the driving force when marketing your mutual fund.

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  • December’s Desktop Wallpaper + Why Moments > Things

    Download December’s desktop wallpaper from third party marketing firm Havener Capital Partners and remember what’s most important this time of year.

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  • Mutual Fund Deals, Gratitude and the Bottom Line

    The practice of gratitude can affect your bottom line. Find out why we think so in the latest HCP blog post.

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  • How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

    Thanksgiving is all about gratitude… but what if you practiced gratitude all year? Learn how to better incorporate giving thanks and recognizing progress year-round!

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  • November’s Desktop Wallpaper + How Gratitude Helps to Achieve Goals

    Keep your desktop fresh with this month’s wallpaper! Download our free inspirational wallpaper for November and explore how practicing gratitude can help you reach your goals.

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  • OCTOBER: WALLPAPER AND “SUPERSTITION” AROUND THE STOCK MARKET

    Download October wallpaper from third party marketing firm Havener Capital Partners and explore whether October is actually “jinx month” for the stock market.

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  • Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

    Developing an effective marketing plan means understanding your ideal target client. Research firm FA Insight shared that only 10% of RIAs feel they have an effective marketing plan. Is your RIA prepared?

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  • 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?

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  • Welcome Fall With A [FREE] Inspirational Screensaver!

    Is it time for a change? Download our FREE inspirational screensaver/wallpaper developed for the month of September compliments of the graphics team at Havener Capital Marketing.

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  • Basic to BulletProof

    Regular coffee letting you down? Find out how we’re surviving the long summer days at Havener!

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  • Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

    If you are a mutual fund looking to improve your capital raising, it might take more than a few good mutual fund wholesalers. Learn more from a leading third party marketing firm!

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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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