A complete list of active advisors currently associated with White Pine Investments

Warmer can help you find a great advisor at White Pine Investments or one who fits your needs even better.

White Pine Investments is an independent, single-advisor investment adviser that provides portfolio management and investment advisory services to individual clients and, unusually for a firm of this size, to institutional clients as well. The firm's disclosures indicate it charges clients on a percentage-of-assets-under-management basis, a common billing method among independent advisers. The adviser manages roughly $24 million in client assets across about 79 accounts and delivers ongoing supervisory and advisory services tailored to client needs. Its Form ADV frames those services as traditional portfolio management and investment advice applied across its client base, implying similar oversight processes for both retail and institutional accounts. What is distinctive about White Pine is the combination of a solo-advisor, small-team operating model (one advisor with up to two employees) and the provision of institutional portfolio management — a service provided by only a small share of independent firms. The firm’s modest AUM and client count alongside two offices underline an atypical mix of scale and client types compared with many peers.

To learn more about the advisors currently working at White Pine Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.