Champion for boutiques

Raising Capital

Apr 28

Early Adopter Investor: I'm not interested in the "Walmarts of asset management."
Me: (speechless and slow clapping)

That comment was from a senior investment professional at a $70B RIA who believes in boutiques. If you are a boutique, take a minute to be proud. I spent an hour with my friend on the phone recently talking about the issues facing our industry. He was dropping gems like these:

If we don't support emerging managers and boutiques, we'll be left with only a few mega firms.
"... An investing world of Walmarts"
The bigs are asset gatherers creating products with the sole intention of getting bigger, not investing better.
"Untamed growth can be a recipe for mediocrity or worse."

He is a champion for boutiques. For you. And there are more firms like this out there. There's a whole tribe. A whole community. Who believe. So you need to believe too. Believe in what you are building and why you are building it.

You are seen. We are cheering for you.

Stacy Havener

Blue-collar girl from the Berkshires who combined a lot of grit with a little glitter to become a successful female entrepreneur in the investment world. Founder of Havener Capital, raising capital ($8B and counting), stomping glass ceilings, and shaking things up.