Pine Haven Investment Counsel, Inc.

Overview

Pine Haven Investment Counsel, Inc. is an independent registered investment adviser that serves individual and family clients with customized wealth management and financial planning. The firm leans heavily toward publicly traded equities and exchange-traded products as the backbone of client portfolios, while supplementing those core exposures with select third-party alternative strategies and insurance products. Portfolios appear biased toward concentrated, research-driven equity allocations — reflected in a relatively small number of higher-value positions — and use ETFs to manage sector, style or beta exposure efficiently. The firm provides discretionary portfolio management alongside financial planning and also manages accounts for small businesses and institutional entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices