Haveli Investment Management
405 Colorado Street
Austin, TX 78701
Website:
havelii.com
Firm Size
- Assets Under Management (AUM):$2.7 Billion
- Number of Funds:5
- Employees:45
- Firm Type:Private Equity
- Focus Areas:
Software & Technology
Services
Description
Haveli Investment Management LLC is an investment management company based in Austin, Texas. It provides comprehensive financial services, including investment advisory, financial planning, and portfolio management, to individual and institutional clients.
The company is dedicated to helping clients achieve their financial goals and offers customized investment strategies tailored to their specific needs and objectives. Haveli Investment Management LLC emphasizes rigorous research and analysis to make informed investment decisions in the best interest of their clients.
With expertise in different asset classes, including equities, fixed income securities, and alternative investments, the firm aims to generate long-term returns while managing risks effectively. They utilize a disciplined investment approach that combines fundamental analysis, technical indicators, and market trends to identify attractive investment opportunities.
Haveli Investment Management LLC takes a client-centric approach, prioritizing transparency, open communication, and building long-term relationships based on trust. They provide regular reporting and periodic reviews to keep clients informed about their investment performance and to make any necessary adjustments to their investment strategies.
Overall, Haveli Investment Management LLC offers a wide range of investment management services to individuals and institutions in Austin, Texas. They strive to help clients achieve financial success by providing personalized investment solutions and expert guidance.