Haven Capital Group

Haven Capital Group provides discretionary investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and corporations and other businesses. The firm manages client portfolios pursuant to written investment policy statements and reported $143,939,449 in discretionary assets across approximately 118 client accounts.

Haven Capital constructs customized, long‑term portfolios using asset allocation, fundamental analysis of stocks, bonds and funds, and periodic tactical adjustments; it typically targets three‑to‑five‑year holding periods for equities and one‑to‑ten years for fixed income. The firm notes it may transact in options primarily to close or liquidate positions and that it generally avoids initial public offerings due to limited historical data.

The firm is affiliated with real estate services through its president, who is a California‑licensed real estate salesperson and spends less than ten hours per year on those activities. Its client mix — which includes pension/profit‑sharing plans, charitable organizations, and corporate clients — and the selective use of options are features that distinguish Haven Capital from many independent peers.