Emerald Haven Investments Corp

Overview

Emerald Haven Investments Corp is a small, independent registered investment adviser that serves individual and family clients along with small businesses and institutional business accounts. The firm offers financial planning and portfolio management services and charges fees on an asset-based basis as well as hourly and fixed-fee arrangements. Its filing shows a clear tilt toward equity investing: exchange-traded equities are listed as the firm's primary asset type and the reported portfolio is fully invested in that category. Emerald Haven is not positioned as a multi-state adviser, pension consultant, or capital allocator. The firm does use third-party managers for certain alternative strategies (see Investments & Alternatives), but it appears to retain direct responsibility for discretionary portfolio management and financial planning for its limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices