Our Clients



The Stars of the Show
our-story
  • Your Success Is Our

    Success

    You are talented at investing. You want to grow your assets under management. You are busy.
    This is where we come in.

  • Clients of Havener each have a unique story and unique challenges, but they all share the same end goal of growing their business thoughtfully and authentically. Perhaps you are breaking out of an existing asset management firm to launch your own shop or you are an institutional asset manager launching a new fund. Maybe you feel it’s time to turn-around your business and improve your marketing effort. Whatever the scenario, we can help.

    Whether you partner with us for full outsourced third party marketing or utilize us as a strategic complement to internal efforts, whether you need every component of the sales and marketing effort or just select pieces of the puzzle, we will function like an extension of you.  
    We are your team.

Our Clients

Securities offered through Compass Securities Corporation
Member FINRA/SIPC

We love our clients

Good Things Come

To Those Who Hustle.