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About Havener Capital Partners

Havener Capital Partners is a sales and marketing firm dedicated to helping boutique asset managers and investment firms grow their businesses. Founded in 2010 by Stacy Havener, the firm is headquartered in Newport, Rhode Island, and operates globally. It focuses on supporting underdog investment firms by utilizing storytelling and data-driven strategies to enhance their competitiveness in the asset management industry. The company offers three main service models: Group Coaching through its program, The Boutique Investment Collective; One-to-One Consulting for personalized sales and marketing strategy support; and Implemented For You services that handle full sales and marketing execution. Their proprietary Billion Dollar Blueprintâ„¢ combines storytelling with data analytics and marketing strategies to help clients succeed. Havener Capital Partners aims to raise $100 billion for boutique firms over the next decade, emphasizing unique narratives and a human-centric approach in their work.

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