haven (noun)
a place of safety and security, offering favorable opportunities or conditions.
haven (noun)
a place of safety and security, offering favorable opportunities
or conditions.
White glove client service
White glove client service
We believe clients deserve a high-touch, concierge experience when navigating the complexities of their financial journey.
Exceeding performance expectations
Exceeding performance expectations
We are unrelenting in our efforts to exceed clients' expectations for portfolio returns.
Engendering client trust
Engendering client trust
We embody a profound sense of responsibility when managing the wealth of our clients which is why our incentives directly align with our clients' success.
Who We Are
As a boutique, private wealth management firm, providing clients with a concierge service experience and delivering superior returns is essential to who we are.
What We Do
At our core, we believe client happiness is the single most important aspect of private wealth management.
We aim to achieve this through top tier servicing, bespoke portfolio construction, a hyper focus on portfolio returns, and a business structure aligned with client success.
Service
Service
Our goal is to remove the burden clients face when orchestrating financial initiatives.
As a concierge advisor, we remain on call for any client related requests or questions.
Proactive guidance through market cycles and financial decisions is an essential component of our service.
Portfolio
Portfolio
Years of experience through market cycles and a deep understanding of public equities has culminated into a unique approach to portfolio construction.
Performance
Performance
Our goal is to surpass clients' performance objectives through a meticulous investment process. We take into consideration the risk tolerance and proclivities of each client to meet their needs.
Structure
Structure
Being a boutique RIA allows us to be agile and capitalize on dynamic opportunities as they are presented. We leverage the size, security and resources of 3rd party partners and large institutions to help support our structure.
What We Do
At our core, we believe client happiness is the single most important aspect of private wealth management.
We aim to achieve this through top tier servicing, bespoke portfolio construction, a hyper focus on portfolio returns, and a business structure aligned with client success.
Service
Service
Our goal is to remove the burden clients face when orchestrating financial initiatives.
As a concierge advisor, we remain on call for any client related requests or questions.
Proactive guidance through market cycles and financial decisions is an essential component of our service.
Portfolio
Portfolio
Years of experience through market cycles and a deep understanding of public equities has culminated into a unique approach to portfolio construction.
Performance
Performance
Our goal is to surpass clients' performance objectives through a meticulous investment process. We take into consideration the risk tolerance and proclivities of each client to meet their needs.
Structure
Structure
Being a boutique RIA allows us to be agile and capitalize on dynamic opportunities as they are presented. We leverage the security and resources of 3rd party partners and large institutions as the support of our structure.
Our Team
At the highest level our team embodies transparency and a deep sense of responsibility.
Being a boutique firm, the Cordhaven team feels more like a family than a rigid organization. Rather than just a single advisor we leverage our core team's 60+ years of combined experience to cross examine decisions surrounding your wealth landscape.
Featured Stories
Check out our latest quarterly letters to clients, insights into relevant themes and articles surrounding current market topics, and updates to Cordhaven Capital Management.
