White Pine Investments

Overview

White Pine Investments operates as a sole proprietorship focused on fee-based portfolio management for individuals, families and small businesses, with additional advisory work for business or institutional clients. The firm charges a percentage-of-assets fee and reports that its client base is individual and family households. It does not identify as an active ESG investor, is not listed as a multi-state adviser and does not describe itself as a pension consultant or a capital allocator. Regulatory details in the snapshot are sparse; the SEC registration year is not provided and the firm’s classification is recorded as unclassified. Advisory activity centers on discretionary portfolio management rather than running external investment funds.

Assets & Accounts

Investments & Alternatives

Location & Offices