Research

A key ingredient to Haven Wealth Group’s success is leveraging the strengths of our research and technology providers. We generate a road map to reach our clients’ financial goals. This includes our asset allocation strategies, industry group analysis, and stock picking prowess.

Haven Wealth Group invests in all asset classes, including equities, fixed income, and real estate. We rely exclusively on our own in-depth analysis to select individual stocks and bonds, rather than investing through mutual funds.

Stock Selection Process:

• Haven’s stock selection process begins with an industry group analysis of publicly traded companies.
• Once leading industries have been identified, we review the companies that comprise the industry in an effort to pick the leaders.
• We invest in companies that offer a product or service that is innovative, in high demand, with a sustainable competitive advantage.
• We look for companies which are led by management teams capable of growing earnings faster than sales.