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Welcome To Pine Haven

Stewards of your family's wealth and security

about us


Pine Haven is a fee-based investment counsel firm located in Fairhaven, Massachusetts and Portland, Oregon.  Pine Haven provides financial counsel, planning and investment management to a select group of clients. 

We are a small independent firm investing for your life and for your heirs.

First, we take the time to develop a thorough understanding of your goals and dreams, and then we work together to enact a plan. Through this process Pine Haven provides you peace of mind and a roadmap to financial security. Pine Haven believes that long-term investment success does not come by accident, but that it is easy to achieve following a disciplined investment and savings program. 

Pine Haven has strong representation on both coasts of America. Paige Johnson Roth founded the firm in 1999 and moved from Portland, Oregon in 2001 to be nearer her family in New England.  She guaranteed continued success in the west by bringing on Kori Allen as a partner in 2009. Both women worked together in a Portland firm and have investment values of equity and sustainability. They take pleasure in helping people attain financial independence in a socially responsible way.

Pine Haven is founded on a philosophy of steady investing over the long term. The pine tree is a fitting symbol for this philosophy, as it starts low from a small seed and grows large and sturdy over time.  Patience is needed, careful tending, too, and an "optimistic long-term view," according to Ms. Roth.

As the name Pine Haven conveys, theirs is a company that provides a place for such growth, a haven in which the seeds of wealth can be well-tended and protected.

In order to uphold the highest ethical standards, the independent Registered Investment Advisor charges a fee based on the percentage of assets that are managed. In this way the fees only rise when the account balances rise, eliminating the conflict of interest inherent in commission-based compensation. 

Value Based Investing


Ever felt uncomfortable owning a company that had a stance different from your own values? Are you concerned about the sustainablility of the companies you own? Would you like to have your investments be aligned with your values?

At Pine Haven clients can work with us to have an investment portfolio that matches their values with your money. To do this we help clients identify their values and set realistic financial goals. We look to connect our clients money, values and life. As part of this process investors can develop a values based portfolio and we can setup specific screens for use. This is a individualized socially responsible portfolio.

In all of our stock selections, we consider what are called Environmental, Social and Governance factors (ESG). Consideration of ESG in investing is important to help determine the long-term viability of a company. The area of ESG investing has taken more prominence in the past few years as both investors and corporations are incorporating ESG factors in their work.

Our Team

Paige Johnson Roth Photo

Paige Johnson Roth

President
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PAIGE JOHNSON ROTH

President

paige@pinehaveninv.com

888-396-2749 x2

Paige Johnson Roth is the President of Pine Haven Investment Counsel.  Prior to this she was a Partner at Western Pacific Investment Advisers (now part of Coldstream Capital), in Portland, Oregon.  At Western Pacific she worked as a Portfolio Manager where she managed approximately 67 Million for 85 Clients.  In addition to Portfolio Management, she managed the technology, finance and portfolio administration areas for Western Pacific. 

Paige started Pine Haven in October 1999, in Portland Oregon, and in 2001 she moved back to Massachusetts to be closer to her immediate family.   In 2003 she completed the rigorous work for the Chartered Financial Analyst designation and she is now is a CFA Charterholder.  Prior to Western Pacific she worked as a computer consultant, a programmer and a teacher.  A long time investor (Paige’s father bought her her first stock in 1965 – When she was one), Paige has been learning about stocks and investing since her early teenage years.

Paige holds and M.B.A. from Cornell University and a B.A. in Psycho Biology from Wellesley College.  She lives in Fairhaven, Massachusetts with her husband Bill and twin daughters.  While in Portland, she and her husband were active in Friends of Trees (an urban tree planting organization) and Committed Partners for Youth (a youth at risk program).    In Fairhaven, her family is active in the local Unitarian Church, the YMCA, and in local environmental organizations.


Kori Allen, CFP® Photo

Kori Allen, CFP®

Partner & Principal
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KORI ALLEN, CFP®

Partner & Principal

kori@pinehaveninv.com

503-305-3726 x1

Kori Allen is a Partner and Principal at Pine Haven Investment Counsel. She joined Pine Haven in July 2009.  Prior to her working at Pine Haven she worked as a Principal in the Portland office of Coldstream Capital Management, a wealth management firm.  At Coldstream and at Western Pacific Investment Advisers, Kori has managed investment portfolios and provided investment advisory services to individuals and families.

After being the first one in her family to graduate college, Kori started in the investment business on the Pacific Coast Options Exchange.  From there she went to Charles Schwab and Company.  At Schwab she became a licensed broker and worked on and managed a Schwab 500 Team (now known as Schwab Platinum).   At Schwab she earned many Excellence in Service Awards. 

In 1995, she moved from San Francisco back home to Portland, Oregon to be near family and continued to work at Schwab in the Portland Branch.  From there she joined Western Pacific Investment Advisers as a portfolio manager and rose to become a Principal.  As a principal in the firm she was involved in strategic and business planning. 

Kori lives in Portland, Oregon with her daughter and labradoodle.  She can often be seen around town on her bike, scooter or walking.   In her community, Kori volunters as a member of the Library Foundation Board (Multnomah County) where she is chair of their Investment Committee.  She also served on the Investment Committee and Board for Portland State University Alumni Association and is a Portland City Club member. 

Gretchen Cole Photo

Gretchen Cole

Director of Client Services
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GRETCHEN COLE

Director of Client Services

gretchen@pinehaveninv.com

888-396-2719 x4

Gretchen is the Director of Client Service at Pine Haven Investment Counsel and joined the firm in 2014. Prior to this she worked as an associate consultant at CTC Consulting (2011-2014) and as a sales assistant at Stifel Nicolaus (2009-2011) and as a senior private client service associate at Coldstream Capital Management (2001-2009). In these roles Gretchen managed client relationships on behalf of the portfolio managers. She is past president of the Board of Directors at Fruit & Flower Childcare Center, and currently serves on the Board of the Hollywood Soccer Club as the Director of Kinderkicks. Gretchen lives in Portland with her husband and two sons.

Our approach


At Pine Haven, we believe there are two essential parts to providing for your financial future.  We have found that future successes are achieved when the two aspects work together.  The two aspects are Counsel and Management.

 

Counsel

Providing Counsel is a very important part of planning for your financial future. At Pine Haven developing a deep understanding of your goals and objectives is very important to our mutual success. During our initial conversations we work to discover your needs, concerns, current situation, goals, and thoughts on your whole financial picture. This includes discussions on goals for retirement, estate and college planning, family values, charitable giving, and other areas. 

Here is some information on Paige's families approach to Counsel over the years and how it has effected her life. MyFamily   

 

Management

At Pine Haven, for most clients we purchase individual equities. These individual equities are in some cases matched with mutual funds for diversification purposes. Unlike Wall Street, we purchase and hold our equities for many years - we are long term investors. We do not try to predict or time the market as history has shown this to not be a successful long term investment strategy. Most of the individual securities we own are large multinational companies - so that they are names investors are familiar with. 

Here is some further information on our investing philosophy: The Predictables

Contact

Main Office
Paige Johnson Roth, CFA
888-396-2749 or 508-993-0336
fax: 888-764-6760
P.O. Box 758
Fairhaven, MA 02719

Oregon Office
Kori Allen, CFP®
888-396-2749 or 503-305-3726
925B NW 19th Ave
Portland, OR   97209

ADDRESS
P.O. Box 28270
Portland, OR

EMAIL
info@pinehaveninv.com