Haven Capital Group

Haven Capital Group, Inc. is a Registered Investment Adviser founded in 2009 by Kristin W. Horton, CFA. The firm specializes in providing investment management services on a discretionary basis, customizing long-term investment strategies for clients based on individual needs and circumstances. As of February 13, 2025, the firm manages $142,402,490 in discretionary assets. Haven Capital Group charges fees based on annual fee schedules, with a minimum annual fee of $5,000 and hourly fees for specific services. Clients have the option to have fees deducted from their assets or billed directly. The firm does not charge performance-based fees or engage in side-by-side management. Haven Capital Group's investment strategies include asset allocation, stock and bond portfolio construction, fundamental analysis, and long-term purchases. The firm may make tactical adjustments but does not engage in options trading or IPO investments. Clients have investment discretion but must provide written guidelines. The firm exercises voting rights for client securities in the best economic interests of clients. Haven Capital Group has a Code of Ethics that prohibits conflicts of interest and ensures client interests are prioritized. Kristin W. Horton, the President, manages portfolios and provides quarterly account statements. The firm does not have any disciplinary information or financial commitments that impair its ability to meet client obligations. Kristin W. Horton holds a Chartered Financial Analyst designation and has over 15 years of experience in the industry.