the boutique INVESTMENT collective: join our exclusive community

Find your target investors.
Optimize your meetings.
Grow your firm.

Gain access to valuable resources, get expert guidance, and learn the proven sales and marketing blueprint our team has used to add $30B+ in AUM for investment boutiques.

Do any of these sound like you?

  • ✔

    I wear lots of hats as a founder and a fund manager.

  • ✔

    My investment firm is a specialist boutique.

  • ✔

    I’m good at investing, not marketing.

these might ring true: 

  • You aren’t spending enough time on your passion: investing. 

  • Your marketing is outdated and doesn’t show how awesome you are. 

  • You feel like your Boutique is in the shadows of the Bigs.

  • You know your ideal investors are out there but you can’t find them. 

Imagine finding ideal clients who invest significant dollars because they believe in YOU and your strategy 

testimonials

How founders & firms are benefitting

What do the collective members get? 

 01 

The Billion Dollar Blueprint™ Modules On-Demand 

Learn our sales and marketing system that has helped boutiques add $30B in asset growth. On-demand videos so you can tune-in on your schedule! 

 02 

Live Group Coaching with Stacy havener

Monthly group call with Stacy to discuss your progress and challenges while receiving expert coaching on building your boutique and raising capital. 

 03 

Boutique Builders 

Actionable workbooks and guides each month to help you implement our Blueprint and trainings. Growth is more than learning, it’s doing! 

 04 

Guest Experts and Monthly Masterclass Training 

Tap into our network of industry leaders for practical tips and insights as you build, launch, and grow your investment boutique.  

 05 

Live Focus Workshops 

Havener’s expert coaches hold monthly office hours for you to get live help with branding, story, content creation, collateral, sales strategy and more! 

 06 

Vendors, Resources & Discounts 

Get access to industry partners and specialists at discounted prices. Grow and scale your business with a “who not how” mindset! 

Our expert coaches will support you every step of the way.

  • Stacy Havener

    Stacy Havener

    SPECIALTY: RAISING CAPITAL

  • Anna Robinson

    Anna Robinson

    SPECIALTY: MARKETING STRATEGY

  • Mary Mack

    Mary Mack

    SPECIALTY: COMMUNICATIONS

  • Josh Walker

    Josh Walker

    SPECIALTY: SALES

  • Shannon Taji

    Shannon Taji

    SPECIALTY: SALES

  • Emily Boyle

    Emily Boyle

    SPECIALTY: STORIES & CONTENT

  • Steph Russell

    Steph Russell

    SPECIALTY: WEB & SOCIAL

  • Erika Hutchings

    Erika Hutchings

    SPECIALTY: BRAND & DESIGN

Sign me up

SOME OF THE topics we’ll coach you on

  • story telling

  • linkedin

  • sales meetings

  • pitch deck

  • Fact sheet

  • target market

  • email newsletters

  • cold outreach

  • CRM & databases

Limited Enrollment

Limited Enrollment

Annual payment of $14,700/license gets you:

  • On-demand access to all modules

  • Monthly live coaching with Founder/CEO, Stacy Havener

  • Live workshops with Havener’s expert coaches

  • Actionable workbooks and guides

  • Guest expert masterminds

  • Recommended vendors and discounts

“Joining The Collective was not a good investment; it was a great investment. It’s not for everyone—it takes hard work and commitment—but I would absolutely recommend it if you’re serious about implementing a digital-first marketing strategy and reducing the educational and opportunity costs that you would pay on your own.”

– Cole Wilcox, Founder, CEO, & CIO, Longboard Asset Management

“Havener’s reputation and the affordable cost made it an easy decision to join The Collective. If we garnered a couple of good new clients, it would pay for itself and did not require us to bet the firm on one idea or partner.”

– Lambert Bunker, Partner, AthenaInvest

Who is the collective for? 

who it’s for

  • Investment boutique founders, owners, and leaders

  • Institutional quality fund managers

  • Sales professionals in the asset management industry who want help using a new playbook

  • Marketing professionals in the asset management industry ready to embrace story-led strategy

  • Financial advisors with stand-alone investment strategies

who it’s not for

  • Hobbyist or “side hustle” fund managers

  • Managers running passive strategies

  • Fund managers / teams too busy to dedicate 1 - 2 hours a week to grow their firm

  • The “Bigs” (we proudly stand for the specialist investment boutiques)

interested?

This virtual coaching program is for boutiques by application only.

- - -

Request an application to join us.

✺ Frequently asked questions ✺

  • The Collective is for specialist investment boutiques of all sizes, asset classes, geographies and AUM. If you have more than one person who would like to join The Collective, please reach out to discuss discounts.

  • Currently, The Collective is for professional investors—meaning, this is your day job. The Collective is not for hobbyists or side hustlers.

  • If you have a fund or stand-alone investment strategies in addition to your wealth management and financial planning offerings, then yes, please apply.

  • This Collective is currently for investment managers domiciled in North America, South America, and Western Europe. If you are outside of those areas and want to be considered or added to a waitlist, please contact us.

  • If you are a breakaway from an established professional money management firm and your new business is well capitalized, we’d love to talk with you about your unique situation. Please contact us.

  • If you run actively managed ETFs, yes, please apply. We don’t currently accept managers running passive strategies.