Our Approach

Haven’s process begins with listening to the client to understand what is important to them in terms of their personal and financial goals. We design a structured portfolio that meets the client’s cash flow needs providing the potential for future financial growth. Our team strives to align current lifestyle requirements with a focus on future goals and life’s milestones.

Our Approach

Evaluate Lifestyle Needs

  • Where are you today?
  • Where are you going?
  • How do you get there?
  • How can Haven help?

Explain Market Trends and Options

  • Review the Current Market Environment and Historical Market Trends
  • Review Asset Allocation Strategies including Stock, Bond, Alternative, and Real Estate Investments

Develop Personalized Strategy

  • Evaluate the client’s tolerance for risk
  • Align the client’s goals and risk tolerance with the current market environment to determine a personalized Investment Policy Statement

Enact Investment Plan

  • Carry out the Investment Policy via asset allocation and asset selection

Assess Portfolio Results

  • Periodic Investment Reviews
  • Present client with Global Investment Performance Standards (GIPS) compliant performance reporting which is complemented by detailed cash flow reporting
  • Incorporate a Financial Market Review into investment reviews to ensure that the client is informed of our investment strategy