New World Merchant Partners

Havener Capital Partners, founded by Stacy Havener in 2010, specializes in supporting investment boutiques through tailored sales and marketing strategies. The firm aims to level the playing field in the asset management industry by helping smaller firms grow their audience and enhance their capital-raising capabilities. With a focus on group coaching, one-to-one consulting, and done-for-you programs, Havener Capital Partners employs a time-tested blueprint designed to generate leads and connect with ideal investors. The team consists of experts from various fields dedicated to empowering investment boutiques and fostering their growth in a competitive landscape. Generated from the website

Slocum Gordon & Co. LLP is a Newport, Rhode Island-based investment management firm founded in 1978 by Jeffrey L. Gordon and John J. Slocum Jr. With a collective 50 years of investment experience, the firm specializes in portfolio management, trust and estate services, and client-focused financial strategies. The company is led by a team of seasoned professionals, including portfolio managers and compliance officers, who bring diverse backgrounds in finance, law, and operations. Slocum Gordon & Co. is dedicated to serving individual and endowment clients, ensuring a comprehensive approach to their investment needs. Generated from the website

Independent Financial Partners is a financial services firm based in Newport, RI. Specializing in wealth management and investment strategies, the company offers personalized financial planning services to individuals and businesses. With a focus on providing tailored solutions to meet the unique needs of each client, Independent Financial Partners strives to help individuals achieve their financial goals and secure their financial future. Generated from their business information