WHITE PINE ADVISORY LLC

Overview

White Pine Advisory LLC is a small, fee-based registered investment advisor that provides discretionary portfolio management for individuals and small businesses. The firm operates with a concentrated client base and favors pooled public vehicles—primarily mutual funds—as the backbone of client portfolios. Its advisory mandate is percentage-of-AUM, which aligns compensation with asset growth and supports an ongoing, relationship-driven management approach. Investment activity centers on managed mutual-fund sleeves supplemented by selective third‑party alternative managers. The firm does not position itself as an ESG-focused or pension consultancy, and it appears organized to serve a local or regional clientele rather than a multi-state or institutional base.

Assets & Accounts

Investments & Alternatives

Location & Offices