Strong Industry Presence Haberer Registered Investment Advisor operates within the competitive investment management sector, presenting opportunities for strategic partnerships and service expansion with similarly established firms aiming to enhance their wealth advisory offerings.

Affluent Client Focus With a history spanning over four decades and a focus on personalized, long-term financial planning, Haberer attracts high-net-worth individuals and families, creating potential for premium service collaborations and exclusive financial solutions.

Operational Scale Although a small firm with 11-50 employees, Haberer's revenue range of 25 million to 50 million indicates a sizable client base and steady financial health, offering opportunities to introduce advanced financial technologies and ancillary services.

Parent Company Access As a subsidiary of Huntington National Bank, Haberer has the backing of a major financial institution, facilitating cross-selling opportunities, integrated banking solutions, and access to a broader customer network.

Compliance & Credibility Registered with the SEC and affiliated with reputable organizations like the Greater Cincinnati Chamber of Commerce, Haberer's commitment to regulatory compliance and community engagement presents channels for professional networking and targeted outreach in regional markets.