A complete list of active advisors currently associated with Pine Haven Investment Counsel, Inc.

Warmer can help you find a great advisor at Pine Haven Investment Counsel, Inc. or one who fits your needs even better.

Pine Haven Investment Counsel, Inc. provides discretionary investment management and integrated financial planning and investment counsel to individuals, families, charitable institutions, and small-business retirement plans, with a primary focus on high-net-worth clients. The firm manages roughly $193 million for about 84 client relationships through a small, two-advisor team and typically charges asset-based fees. The firm emphasizes a long-term, total-return approach using fundamental analysis and builds diversified portfolios that may include large U.S. equities, mutual funds, ETFs, REITs, BDCs, bonds, and cash; discretionary authority is commonly used to implement and monitor client strategies. Financial planning and retirement, tax, charitable, and estate counsel are provided as part of ongoing relationships rather than routinely as standalone engagements, though fixed-fee or hourly project work is occasionally undertaken. Notable features that differ from many peers include an initial investment-counsel fee quoted between $1,000 and $10,000 to reflect client complexity, and operational custody practices that include standing letters of authorization (with maintained logs and procedures consistent with SEC guidance). The firm also makes available a third-party class-action claims filing service (with a 20% contingency fee charged by the filer) and staffs credentialed professionals (including CFA and CFP designations) while serving a relatively concentrated, higher-assets-per-client clientele.

To learn more about the advisors currently working at Pine Haven Investment Counsel, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.