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, solo Registered Investment Adviser managing about $24 million in client assets for roughly 79 clients. Its Form ADV Part 2 indicates the firm provides ongoing investment supervisory services and portfolio management to individual clients and other client types identified on the brochure. The ADV indicates the firm typically charges fees based on a percentage of assets and delivers ongoing portfolio management with periodic account reviews, using standard research sources and conventional implementation strategies described in the brochure. The presentation in the brochure emphasizes managed accounts and discretionary portfolio oversight rather than one-off financial planning engagements. What is notable about White Pine is that, according to its ADV, it also provides portfolio management for institutional clients (for example, pension or profit‑sharing plans and other entities), a service relatively uncommon among independent solo advisers of this size. Combined with its modest $24 million in AUM and a small client base, that mix of retail and institutional mandates distinguishes its practice model from 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.