WHITE PINE INVESTMENT CO

Overview

White Pine Investment Co operates as an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. Built around fee-based portfolio management and financial planning, the firm emphasizes manager selection and the use of third-party strategies alongside its own portfolio decisions. Its client-facing activities include financial planning, separately managed account oversight for individuals and small businesses, publication of periodicals or newsletters, and educational seminars and workshops. The firm does not present itself as an active ESG investor. The firm’s structure and services indicate a hybrid approach: a core emphasis on exchange-traded exposure supplemented by allocations to external alternative managers. An industry affiliation with a law firm is listed, which typically signals access to legal expertise for deal diligence, document review or client-structured arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices