Investment Management

Haven is a boutique Registered Investment Advisor (RIA) with expertise in wealth management, investment management, and comprehensive financial planning. We act in a responsible fiduciary capacity for our client’s best interest.

Haven’s process begins with understanding the client’s 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, and real estate. 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.

We offer unbiased investment advice with unparalleled client service. Our breadth of expertise in asset allocation, equity and fixed income research, risk management and portfolio construction creates a powerful wealth management platform for our clients.

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.