Institutional Asset Management, Delivered Personally
We translate your mandate into multi-asset portfolios run by experienced managers, supported by rigorous research, risk surveillance, and white-glove client service.
Core Service
What Asset Management Means at Haven Capital Asset
We act as your outsourced chief investment office—designing strategy, executing with discipline, and reporting with transparency.
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1
Strategic Planning
Clarify objectives, liabilities, and liquidity preferences, then codify them into an actionable investment policy.
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2
Portfolio Construction
Allocate across public and private markets using models, manager selection, and direct deals that support the mandate.
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3
Active Management
Continuously monitor exposures, rebalance tactically, and pursue incremental alpha while respecting risk budgets.
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4
Risk Management
Measure volatility, liquidity, and counterparty risk in real time and deploy hedges to protect capital during stress events.
Service Models
Service Models Built Around Client Control
Discretionary Management
We assume day-to-day authority within a pre-approved mandate, allowing us to act swiftly when markets move while honoring the guardrails you set.
Example: $5M balanced mandate with automatic rebalancing, tactical tilts, and derivatives hedging executed without trade-by-trade approvals.
Advisory Management (Semi-Discretionary)
We surface research, trade ideas, and allocation changes; you retain final sign-off on capital calls, reallocations, or new exposures.
Example: Quarterly strategy reviews with actionable recommendations and execution only after your approval.
Robo-Advisory + Human Touch
Algorithmic asset allocation, tax optimization, and drift controls paired with periodic human reviews for clients seeking efficiency and oversight.
Example: Automated quarterly rebalancing plus advisor check-ins to adapt for new cash flows or life events.
Comprehensive Wealth Advisory
White-glove advisory that synchronizes investment management with tax planning, estate structuring, lending, and philanthropy.
Example: Integrated investment plan complemented by tax-loss harvesting, trust coordination, and bespoke reporting for your family office.
Our Approach
Our Four-Phase Asset Management Process
Discovery & Goal Setting
Conduct discovery workshops to understand goals, liabilities, tax profile, governance requirements, and existing holdings.
Strategic Asset Allocation
Build strategic and tactical allocations using quantitative models, scenario testing, and liquidity analysis to size each exposure appropriately.
Portfolio Implementation
Fund allocations with individual securities, institutional share classes, or direct deals while sequencing trades for tax efficiency and market impact.
Ongoing Monitoring & Management
Monitor performance attribution, stress scenarios, compliance limits, and tax outcomes. Rebalance proactively and document every decision.