the boutique INVESTMENT collective: join our exclusive community
Find your target investors.
Optimize your meetings.
Grow your firm.
Gain access to valuable resources, get expert guidance, and learn the proven sales and marketing blueprint our team has used to add $30B+ in AUM for investment boutiques.
30 SPOTS AVAILABLE
33 ON THE WAITLIST
Do any of these sound like you?
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I wear lots of hats as a founder and a fund manager.
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My investment firm is a specialist boutique.
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I’m good at investing, not marketing.
these might ring true:
You aren’t spending enough time on your passion: investing.
Your marketing is outdated and doesn’t show how awesome you are.
You feel like your Boutique is in the shadows of the Bigs.
You know your ideal investors are out there but you can’t find them.
Imagine finding ideal clients who invest significant dollars because they believe in YOU and your strategy
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![Bob Lind, Principal & Founder, Lind Capital Partners]()
“Since joining The Collective, we’ve ‘ditched the pitch’ in presentations and have embraced the Story Selling Framework. Our meetings are filled with engaging conversations, strong impact stories, and personal connections. We’re getting a much better response with prospects and existing clients—this week alone we’ve opened a new RIA, a new family office, and 3 new SMAs with existing RIA clients.”
- Bob Lind, Principal & Founder, Lind Capital Partners -
![Cole Wilcox, Founder, CEO, & CIO, Longboard Asset Management]()
“The Havener Capital team have been great role models, leading the way with their own strategies and giving us a model to replicate. They’re teaching by doing, and the LinkedIn playbook was critical in helping activate our team. With clear tactics and techniques, we’ve sourced new $5M-$10M+ opportunities, our LinkedIn Social Selling Index scores are the top 1%, and our engagements, profile views, and new followers are at record levels.”
- Cole Wilcox, Founder, CEO, & CIO, Longboard Asset Management -
![Lambert Bunker, Partner, AthenaInvest]()
“There is simply no way for a specialized firm to compete with larger firms and their resources on a traditional basis. The Collective has helped us focus on our unique behavioral differentiators in an ocean of competitors so we can really stand out. We’ve been able to hone our story and narrow our target market to crystalize our marketing strategy.”
- Lambert Bunker, Partner, AthenaInvest -
![Peter Zabierek, CEO & Portfolio Manager, Sugi Capital Management, Inc.]()
“One of the most significant breakthroughs we've had with the Collective is pinpointing Sugi’s target market. Working through the Havener process, we gained a clearer understanding that right now, our message strongly resonates with family offices and high net worth investors.”
- Peter Zabierek, CEO & Portfolio Manager, Sugi Capital Management, Inc. -
![Bruce Campbell, President & Portfolio Manager, StoneCastle Investment Management, Inc.]()
“I was very interested in the work you do at Havener with respect to stories vs. numbers. This is a different approach than we have taken in the past. I tried to do basic stories before The Collective, but they were not nearly as on-point as my stories are right now. I’ve been including my portfolio and impact stories in meetings—they seem to go well, and the meetings have been positive.”
- Bruce Campbell, President & Portfolio Manager, StoneCastle Investment Management, Inc.
What do the collective members get?
01
The Billion Dollar Blueprint™ Modules On-Demand
Learn our sales and marketing system that has helped boutiques add $30B in asset growth. On-demand videos so you can tune-in on your schedule!
02
Live Group Coaching with Stacy havener
Monthly group call with Stacy to discuss your progress and challenges while receiving expert coaching on building your boutique and raising capital.
03
Boutique Builders
Actionable workbooks and guides each month to help you implement our Blueprint and trainings. Growth is more than learning, it’s doing!
04
Guest Experts and Monthly Masterclass Training
Tap into our network of industry leaders for practical tips and insights as you build, launch, and grow your investment boutique.
05
Live Focus Workshops
Havener’s expert coaches hold monthly office hours for you to get live help with branding, story, content creation, collateral, sales strategy and more!
06
Vendors, Resources & Discounts
Get access to industry partners and specialists at discounted prices. Grow and scale your business with a “who not how” mindset!
Our expert coaches will support you every step of the way.
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Stacy Havener
SPECIALTY: RAISING CAPITAL
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Anna Robinson
SPECIALTY: MARKETING STRATEGY
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Mary Mack
SPECIALTY: COMMUNICATIONS
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Josh Walker
SPECIALTY: SALES
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Shannon Taji
SPECIALTY: SALES
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Kerby Meyers
SPECIALTY: STORIES & CONTENT
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Emily Boyle
SPECIALTY: STORIES & CONTENT
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Steph Russell
SPECIALTY: WEB & SOCIAL
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Alicia Purden
SPECIALTY: WEB & SOCIAL
SOME OF THE topics we’ll coach you on
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story telling
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linkedin
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sales meetings
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pitch deck
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Fact sheet
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target market
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email newsletters
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cold outreach
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CRM & databases
Limited Enrollment
Limited Enrollment
1 annual payment of $7,450 provides you:
Access to all modules
Monthly live coaching with CEO/Founder, Stacy Havener
Live workshops with expert coaches
Actionable workbooks and guides
Guest expert masterminds
Access to vendors and discounts
Supportive and dynamic community
“Joining The Collective was not a good investment; it was a great investment. It’s not for everyone—it takes hard work and commitment—but I would absolutely recommend it if you’re serious about implementing a digital-first marketing strategy and reducing the educational and opportunity costs that you would pay on your own.”
– Cole Wilcox, Founder, CEO, & CIO, Longboard Asset Management
“Havener’s reputation and the affordable cost made it an easy decision to join The Collective. If we garnered a couple of good new clients, it would pay for itself and did not require us to bet the firm on one idea or partner.”
– Lambert Bunker, Partner, AthenaInvest
Who is the collective for?
who it’s for
Investment boutique founders, owners, and leaders
Institutional quality fund managers
Sales professionals in the asset management industry looking for expert marketing guidance
Marketing professionals who need expert marketing guidance for the asset management industry
Financial advisors with stand-alone investment strategies
who it’s not for
Hobbyist or “side hustle” fund managers
Managers running passive strategies
Fund managers / teams too busy to dedicate 1 - 2 hours a week to grow their firm
The “Bigs” (we proudly stand for the specialist investment boutiques)
Request an application
We only take applications to be a part of this exclusive community twice a year. Join the list today to receive an application during the next open window: May 13-23, 2024.
✺ Frequently asked questions ✺
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The Collective is for specialist investment boutiques of all sizes, asset classes, geographies and AUM. If you have more than one person who would like to join The Collective, please reach out to discuss discounts.
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Currently, The Collective is for professional investors—meaning, this is your day job. The Collective is not for hobbyists or side hustlers.
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If you have a fund or stand-alone investment strategies in addition to your wealth management and financial planning offerings, then yes, please apply.
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This Collective is currently for investment managers domiciled in North America, South America, and Western Europe. If you are outside of those areas and want to be considered or added to a waitlist, please contact us.
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If you are a breakaway from an established professional money management firm and your new business is well capitalized, we’d love to talk with you about your unique situation. Please contact us.
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If you run actively managed ETFs, yes, please apply. We don’t currently accept managers running passive strategies.