Pine Haven Investment Counsel

Pine Haven Investment Counsel

Pine Haven Investment Counsel was founded by Paige Johnson Roth in 1999, launching initially in Portland, Oregon, before relocating to Fairhaven, Massachusetts in 2001. Roth, who earned an MBA from Cornell and a BA from Wellesley, personally traces her investing origins to a stock purchase made on her behalf in 1965 at age one. The firm, a Registered Investment Adviser, operates as a fiduciary, placing it under a legal obligation to prioritize client interests ahead of its own. The firm’s strategy centers on purchasing and holding individual equities for the long term, eschewing market-timing and forecasting. For most clients, these direct positions in large multinational companies are complemented by mutual funds for broader diversification. The investment approach is explicitly values-aligned: Roth and her team help clients identify their financial values and construct portfolios that reflect those priorities. No specific portfolio holdings are publicly disclosed. Geographic coverage extends from the firm’s base in New England to the West Coast, supported by an office in Portland, Oregon. With a three-person team, Pine Haven operates as a boutique practice. Casey Fitchett, a CFP professional who joined in June 2022, serves as the in-house financial planner, reviewing client tax returns and conducting investment research. Stacey King joined in January 2025 as Client Services Associate, supporting account maintenance and operations. The firm publicly underscores its long-term stewardship philosophy, comparing its investment approach to the slow, steady growth of a pine tree. Roth’s prior experience includes a partnership at Western Pacific in Portland, where she had portfolio management, technology, and finance responsibilities. The firm’s architecture is built around a narrowly defined client mandate. Rather than seeking scale through asset gathering, Pine Haven explicitly courts a specific demographic — progressive women, heads of multigenerational families, and clients pursuing tax-efficient legacy planning. This niche focus, combined with a direct-indexing-like approach to equity ownership and a fiduciary, fee-based model, creates an advisory construct where the portfolio construction process is inseparable from the client’s personal value system.