Frequently Asked Questions

Start by submitting a short profile outlining your objectives, liquidity preferences, and domicile. We guide you through secure identity verification, collect the regulatory documentation required for KYC/AML, and align capital instructions. An investment specialist then schedules a strategy call to confirm mandate selection before activating your dashboard.

Our diversified portfolios are accessible at multiple entry points. Core Income portfolios begin at $5,000, multi-asset Growth sleeves start at $25,000, and bespoke mandates are available from $250,000 and above. Each tier comes with a defined reporting cadence and dedicated relationship support.

Haven Capital Asset supports domestic and international bank transfers, SEPA and SWIFT wires, as well as major stablecoins (USDC, USDT) for clients who prefer digital settlement. All inflows are reconciled through segregated client accounts with dual-approval controls.

Performance is accrued daily and reported in real time within your dashboard. Income-oriented strategies distribute monthly, while total-return mandates automatically reinvest unless you elect a cash sweep. You can request interim draws at any time without penalties.

Each portfolio has a clearly defined mandate—Income targets steady yield with lower volatility, Growth blends public and private markets for balanced appreciation, and Opportunity pursues thematic/high-conviction positions. We publish historical ranges, risk bands, and benchmark comparisons, but always remind investors that market conditions can affect outcomes.

Our open-architecture portfolios offer T+2 liquidity for public holdings and scheduled liquidity windows for private credit or infrastructure sleeves. Submit a redemption notice in your dashboard and we coordinate disbursement through your preferred settlement method. There are no exit penalties or lock-ups on public strategies.

Client assets are custodied with Tier-1 banking partners and held in segregated accounts. Every transaction is protected by 256-bit encryption, MFA, device-level biometrics, and continuous anomaly monitoring. Our Investment Committee applies strict risk budgets, hedging, and scenario testing to preserve capital across cycles.

We operate on a transparent management-fee model with no hidden platform charges. Advisory fees scale from 0.75% to 1.50% annually depending on mandate size. Performance allocations apply only to select Opportunity sleeves and are crystallized quarterly. Third-party banking charges are passed through at cost and disclosed in advance.

We combine global equities, investment-grade credit, private income, commodities, and digital assets within a unified risk framework. Tactical overlays such as currency hedges, factor tilts, and satellite allocations allow us to capture dislocations while maintaining diversification. Each strategy is benchmarked and reviewed monthly by our Investment Committee.

Yes. Once your capital balance meets the next tier's minimum, you can migrate to that portfolio through the dashboard or with your relationship manager. We review suitability, update documentation if required, and transition holdings in a tax-efficient manner.

Our mandates span developed-market equities, emerging-market debt, municipal bonds, private credit, infrastructure, venture secondaries, and regulated digital assets. We curate exposure based on macro outlook, liquidity preference, and the role each sleeve should play in the overall portfolio.

Our investment desk is led by chartered portfolio managers with backgrounds in global macro, institutional credit, and quantitative research. The core team averages 15+ years per manager and collaborates with sector specialists, risk officers, and an external advisory board for governance.

Every mandate outlines expected volatility, drawdown parameters, and liquidity considerations. We use scenario analysis, stress testing, and counterparty diversification to manage systemic risk. Investors receive full risk disclosures and can set custom alerts for exposure limits.

We comply with GDPR, CCPA, and regional privacy frameworks. All records are encrypted in transit and at rest, access is role-based, and audit logs are retained for every administrative action. We never monetize client data and only share information with regulators or custodians when required.

The investor dashboard surfaces live NAV, attribution by asset class, cash movements, and downloadable statements. You can subscribe to weekly commentary, set threshold alerts, and export data for your own reporting stack at any time.

Relationship managers and our Client Services desk are available 24/5 via secure messaging, live chat, and regional phone lines. Priority clients receive direct access to the investment desk. Response times average under two hours, and urgent trading items are escalated immediately.

Yes. Many clients run separate sleeves for personal, corporate, or trust entities. Each mandate receives its own performance reporting, banking instructions, and compliance profile while remaining accessible under a single secure login.

We operate a referral and introducer program for wealth managers, family offices, and consultants. Approved partners receive tiered referral economics, dedicated onboarding resources, and transparent reporting. Reach out to our Partnerships desk to review eligibility.

Downloadable monthly statements, realized gain/loss reports, and annual summary letters are available in your dashboard. We also integrate with leading tax-prep platforms via CSV/OFX exports. For jurisdiction-specific guidance, we recommend consulting your advisor.

Use the “Forgot Password” option to trigger a secure reset email. We require MFA confirmation before enabling a new credential, and device-based approvals can be managed from your security center.

No. You can request partial or full withdrawals at any size. Micro-withdrawals under $100 may incur standard banking charges, which we disclose before confirming the request.

Set your strategy to “auto-reinvest” and every distribution is swept back into the portfolio, increasing your invested capital and future accruals. You can toggle this preference per mandate and view the projected impact using our compounding simulator.

Contact Client Services with the details and supporting documentation. We acknowledge within one business day, conduct a formal investigation, and provide written findings. If escalation is required, cases are reviewed by our Compliance Committee and, when applicable, independent arbitration bodies.

For regulatory reasons, we recommend redeeming capital and having the new investor open their own profile. Inheritance or trust transfers can be facilitated with notarized documentation and legal review. Your relationship manager can guide you through the process.

We combine institutional portfolio construction, direct client access to our investment desk, technology-led transparency, and uncompromising governance. Investors receive the sophistication of a global asset manager with the responsiveness of a boutique partner.