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Our resources are for the benefit of our clients and friends.

April 2024 ADV 2A 2B
Customer Relationship Summary 2024
Gratitude Contributions 2023
Groundwork Member Spotlight with Paige Roth

Quarterly Commentaries

2024 Q1 So, How Did She Do? Understanding Investment Returns
2023 Q4 Surprised Again?!? Main Street vs Wall Street
2023 Q3 An Alternative Universe: F.O.M.O.
2023 Q2 What is ESG?
2023 Q1 Fiscal Fundamentals
2022 Q4 Surprise, Surprise
2022 Q3 The Art of Economic Medicine
2022 Q2 Pay Equality: Minimum and Maximum Wages
2022 Q1 "I do it myseeellfff..."
2021 Q3 Should I Stay or Should I Go Now
2021 Q2 The Big Bad Wolf: Protecting Elders
2021 Q1 Bouncing Along & Bounding Forward
2020 Q4 Steady as she goes
2020 Q3 Cash is King
2020 Q2 Caring for Self Caring for Others
2020 Q1 Amidst the Unknown

For more information about us, please review the following documents: April 2024 ADV 2A & 2B, Customer Relationship Summary (CRS) 2024, & Gratitude Contributions 2023.

Important Disclosures: Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.

Links: Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites. Pine Haven Investment Counsel's social media sites may contain links to articles or other information that are contained on a third-party website. Pine Haven does not endorse nor accept responsibility for the content, or the use, of the website. Pine Haven assumes no liability for any inaccuracies, errors, or omissions in or from any data or other information provided on the pages. Pine Haven does not review content, advertisements, activities, or any other information posted on sites linked by third parties. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. Comments and posts are opinions of the date noted and are subject to change.

Third-Party Websites: We may utilize third-party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. While accessing this website, you may be linked to other third-party servers. Access to other websites or use of any third-party tools or programs on this website is subject to all terms and conditions found therein.

General Disclosure: Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.

Blog Disclosures: The views expressed represent the opinion of Pine Haven Investment Counsel, Inc. and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment tax, financial or legal advice or service to any person.

Third Party Posts. Third-party posts that appear on this social media site have not been reviewed or approved by Pine Haven Investment Counsel, Inc. (“Pine Haven”) for completeness or accuracy. The information posted by third parties does not necessarily reflect the views or opinions of Pine Haven or its affiliates.

Not an Offer to Sell or Solicitation to Buy. The Pine Haven company profile is for informational purposes only, and its contents are not an offer to sell nor a solicitation to buy securities. The information on this social media site should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Past performance is not a guarantee of future results.

Tax and Legal Advice. Information found on this social media site is not intended to be individualized tax advice or legal advice. Please discuss such issues with a qualified tax advisor.

Direct Messaging Disclosure. Pine Haven Investment Counsel is not responsible for content posted by third parties. Pine Haven and third parties acting on its behalf reserve the right, to the extent permitted under applicable law, to process, retain, and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring. Comments and statements are based solely upon the opinions of Pine Haven on the date posted and are subject to change.

Our clients' privacy is very important to us. In the course of regular business we may collect sensitive data and we take this responsibility seriously and guard the information with appropriate safeguards. Our privacy policy can be accessed here.

CREDITS: Paige's Portrait by Kathryn Elsesser Photography

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