WE DO INDIVIDUAL AND FAMILY WEALTH MANAGEMENT DIFFERENTLY…..AND BETTER
Since the 1970’s when mutual funds became popular, most Registered Investment Advisors (RIA) have focused on buying an array of mutual funds for their clients, then re-allocating the types of mutual funds periodically based on an asset allocation strategy. Clients who are invested in that manner typically see their investments go up and down as the stock and bond markets go up and down. They also pay fees to their investment advisor as well as fees to the mutual funds they own.
Haven Wealth Group is a Registered Investment Advisor (RIA) with a different and unique way of managing wealth for discretionary clients. Our analytical team relies on in-depth analysis to select individual stocks and bonds rather than investing through mutual funds. We sell securities to conserve client capital when markets turn down, and in today’s low interest rate environment we use dividend-paying stocks, master limited partnerships and short-term bonds to generate “fixed-income” returns.
This Flexible Absolute Return (FAR) Investing strategy is unique to Haven Wealth Group. You won’t find it anywhere else. Since its inception in 2008, Haven has produced best in class returns while limiting portfolio downside risk in times of market corrections.