Pine Haven Investment Counsel, Inc.
Pine Haven Investment Counsel, Inc. is a fee-based, independent investment advisory firm based in Fairhaven, Massachusetts, with a focus on sustainable financial planning and investment management for progressive women and their families. Founded in 2005, the firm provides financial counsel, planning, and investment solutions tailored to clients’ values and objectives. Pine Haven is a boutique firm with approximately 2 employees and serves a select group of clients seeking personalized, values-driven investment management.
Investment Strategy
Pine Haven Investment Counsel takes a holistic approach to investment management, aligning clients' portfolios with their personal values and financial goals. The firm emphasizes sustainable and ESG (Environmental, Social, Governance) investing, working with clients to create a customized plan and investment roadmap. Their strategy focuses on long-term financial growth, risk management, and selecting investments that flourish financially while reflecting clients’ values and beliefs. They regularly analyze market trends and publish commentaries to keep clients informed and engaged with their investments. Behavioral finance principles and client education are core to their philosophy.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 11.12% | $15.4M | 29,715 | $335.78 | $517.95 | +$554.0K |
A AAPL | APPLE INC | 7.67% | $10.6M | 41,711 | $177.57 | $254.63 | +$2.0M |
C COST | COSTCO WHSL CORP NEW | 3.68% | $5.1M | 5,512 | $573.89 | $925.63 | -$249.7K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.39% | $4.7M | 9,345 | $306.66 | $502.74 | +$317.4K |
A ABBV | ABBVIE INC | 2.98% | $4.1M | 17,842 | $136.34 | $231.54 | +$794.3K |