Haven Wealth Group operates in an transparent, open environment. Haven Wealth Group has a legal, ethical, and fiduciary duty to always act in our client’s best interest. Our clients are provided with periodic investment reviews and frequent client communication including newsletters.
All investment reviews are in compliance with Global Investment Performance Standards (GIPS) containing detailed cash flow reporting. Clients receive net of fees returns 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, it protects the client.