“Sustainable, responsible and impact investing (SRI) is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.” -- Forum for Sustainable and Responsible Investment
Ever felt uncomfortable owning a company that had a stance different from your own values? Are you concerned about the sustainability 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.
Pine Haven is a fee-based investment counsel firm located in Fairhaven, Massachusetts. Pine Haven provides 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.
As a fiduciary, we are held to the highest ethical standards. And as an independent Registered Investment Advisor we charge 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.
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.
Casey joined Pine Haven in June 2022 as an Investment and Operations Associate. In this role she works on assisting with research and keeping all our operations running. Casey has always had a magnetic draw towards personal finance and can often be found absorbing as much information as possible about retirement planning, financial markets, investment analysis, and microeconomics.
Prior to joining Pine Haven, Casey worked in various marketing and operations roles for small agencies (and one brewery). Going above and beyond for clients and customers has been a steadfast theme through every role. She holds a B.A. in Religious Studies (Buddhism concentration) and Economics minor from the University of Virginia. In June 2022 she completed two certificate programs through Cornell University: Business Analytics and Financial Management.
Originally from Virginia, she spent several years in northern Minnesota before landing further west in Missoula, Montana. She now spends her time being amazed at the lack of humidity in Montana, tending to her community garden plot, trail running, backcountry camping, and helping her partner Jake whip up homemade beer. She enjoys being part of her community and is currently serving as Treasurer on the board of a local tool library, the Missoula Urban Demonstration Project. In addition to her work with Pine Haven, she continues to write monthly for an outdoor lifestyle magazine based in Grand Marais, Minnesota.
Our resources are for the benefit of our clients and friends.
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.
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 affected her life.
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
Our Office
Paige Johnson Roth, CFA
888-396-2749 or 508-993-0336
fax: 888-764-6760
P.O. Box 758 / 113 Laurel Street
Fairhaven, MA 02719
EMAIL: info@pinehaveninv.com