Havener Capital Partners LLC
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Havener Capital Partners is a third party marketing firm specializing in wealth management/RIA channel.
Strengths
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Experienced team
Team has extensive experience in investment management
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Customized solutions
Offers customized investment solutions to meet individual client needs
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Strong performance track record
Has a strong track record of delivering consistent returns to clients
Weaknesses
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Limited geographic reach
Only operates in a limited number of geographic regions
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Relatively small firm
May not have the same resources as larger investment firms
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Limited range of investment options
May not offer the same range of investment options as larger firms
Opportunities
- Increasing interest in alternative investments presents growth opportunities
- Potential to expand into new geographic regions
- Opportunities to form partnerships with other investment firms
Threats
- Competition from other investment firms may impact market share
- Changes in regulations may impact the firm's ability to operate
- Market volatility may impact the firm's ability to deliver consistent returns
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https://havenercapital.com/
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Havener Capital Partners LLC Plan
Havener Capital Partners LLC offers a tiered pricing strategy with three versions of their service, ranging from $5,000 to $25,000 per year.
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