Haven Wealth Group has a legal, ethical, and fiduciary duty to always act in our client’s best interest. For this reason, Haven Wealth Group operates in an open environment that provides complete and total transparency. This transparency is illustrated by our periodic client investment reviews, online access to composite performance returns, and frequent client communication.
Periodic client investment reviews are prepared in compliance with Global Investment Performance Standards (GIPS), and complemented by detailed cash flow reporting. Clients are provided with percentage and dollar returns, net of fees in an effort to promote transparency.
Haven Wealth Group does not maintain custody of client assets. A third party custodian prices client assets and prepares monthly statements. This arrangement not only promotes transparency, but also protects the client.