Haven Institutional
Fixed-rate financing against your clients' investment portfolios, without disrupting the existing advisory relationship. Haven focuses on the financing. The advisor keeps portfolio management and the client relationship.
Request a 15-minute demo1. Partner with HavenSet the referral arrangement. Nothing for the firm to install.
2. Introduce a clientThe client comes to Haven for financing.
3. Haven services the financingHaven reviews the portfolio and services the financing through the term. Approval depends on the assets. It is not a commitment to lend.
Eligible assets can remain at Charles Schwab. Haven also supports Interactive Brokers. Referred clients pay a lower Haven fee. There is no referral fee. Haven does not replace the wealth-management relationship.