Haven is a boutique Registered Investment Advisor (RIA) with expertise in wealth management, investment management, and comprehensive financial planning. We act in a fiduciary capacity to each client, meaning we are responsible for acting in our client’s best interest, rather than for our own profit.
Haven’s process begins with listening to the client to understand what is important to them (i.e. their personal and financial goals). Once goals have been determined, we design a structured portfolio aimed at meeting the client’s future priorities and current cash flow needs.
Haven invests in all asset classes, including equities, fixed income, real estate, and alternative investments. Haven provides a highly competitive, research intensive shop and utilizes internal research to determine asset allocation and select individual stocks, bonds, and exchange traded funds, in place of mutual funds. To date, our asset allocation strategies, industry group analysis, and stock picking prowess have provided best in class returns, while limiting portfolio downside risk. This has been accomplished through an investment methodology we call, “Flexible Absolute Return (FAR) Investing”.
We strive to maintain frequent client interaction and provide periodic investment reviews. Investment reviews include Global Investment Performance Standards (GIPS) compliant performance reporting, which are complemented by detailed cash flow reporting. Clients view percentage and dollar returns, net of fee, in an effort to promote transparency.