Avery Chen
Head of Research
Leads equity and ETF coverage with a focus on cash flow quality, pricing power, and factor balance across portfolios.
Built for clarity and durable portfolio outcomes
Stockhaven was founded to make investing simpler, calmer, and more disciplined. We translate complex market data into practical decisions, build diversified model portfolios, and publish research designed to be read in minutes—yet stand up to months of market noise.
Research-first culture
Principle 1: Clarity
Every model and note states the objective, risk band, and assumptions. We avoid vague jargon and focus on measurable drivers like cash flow durability, balance sheet strength, and cross-asset context.
Principle 2: Risk Control
Portfolios are built to endure varied conditions. We monitor concentration, factor drift, and drawdown sensitivity so allocations remain aligned with investor intent rather than short-term narratives.
Principle 3: Discipline
Rebalancing schedules, evidence-based tilts, and clear decision checklists help reduce reactionary moves. We document changes and keep the workflow simple and repeatable.
Our story
Stockhaven began as a collaborative project between portfolio managers and product designers who believed good process beats lucky timing. We built lightweight tools to surface only the data that matters, then shared those tools with friends, advisors, and founders who wanted straighter lines between signal and action.
Founding
We launched with a small set of ETF-based models and concise research notes aimed at busy investors who value clarity over commentary.
Growing with clients
Client feedback guided new features: scenario testing, risk bands, and implementation checklists that make change simple to execute.
Quality standard
Each note is reviewed for accuracy, context, and plain language. We avoid sensational claims and flag uncertain inputs to help readers weigh risk.
Compliance friendly
Content is policy-compliant and educational. We do not make personalized recommendations on this site and encourage readers to consider their circumstances.
Team
A small team blending investment experience with product craft.
Jordan Patel
Portfolio Manager
Designs allocation frameworks, risk bands, and rebalance discipline that keep models aligned with long-term goals.
Riley Morgan
Product Design
Builds interfaces and tools that surface essential signals and make implementation fast and error-resistant.
Investing involves risk, including loss of principal. Past performance does not guarantee future results. Stockhaven Capital LLC does not provide personalized financial advice on this website.
Partner with Stockhaven
Advisors and teams use our models and notes to streamline reviews and client conversations. 🚀