Haven Financial Services
Research
   
Access to Independent Research

Our commitment to intellectual integrity is reflected in our choice of research vendors.  They are diverse in methodology,  innovation, and autonomy.  Their commitment to sound research and valuation practices is absolute.

Clients gain access to industry experts, problem-solvers, and consultants, who are dedicated to digging deep for unique and out-of-the-box investment ideas.  Our roster of research providers allows you to seek out independent research that has a direct correlation to your particular investment strategy.

Access to Sell Side Research

Maintaining a relationship with a single, independent broker/dealer enables you to aggregate information  with enhanced flexibility.  The average equity fund could have as many as six different broker/dealer relationships  with the intention of gaining access to research from one or two preferred analysts at a given sell-side firm.  Leveraging our collective trading volume, our clients gain access to major Wall Street research.  Incorporating knowledge from “The Street”, our traders are able to work with you to make informed decisions, relaying information to our clients, acting in your best interests.