White Pine Investments offers three main disciplines of portfolio management: an equity portfolio, a fixed income portfolio, and a balanced portfolio. As investors, most clients’ needs and goals are met through a balance of ownership in both stocks and bonds. There is not only one balanced portfolio, however. Some clients may be better suited to a portfolio with a bias toward fixed income, while others may require a higher weighting of common stock.
White Pine Investments can serve clients whose assets have a short time horizon for investment, but most clients are those whose assets are invested with long-term goals. Retirement savings, retirement income, and education savings are the main arenas for the assets currently under management.
In addition, White Pine Investments manages a fair number of trusts and ordinary taxable accounts. For those clients, special consideration is paid to minimizing tax liablity, while managing those assets for long-term growth.
Investment philosophy and proprietary research are what separate White Pine Investments from other asset management firms. However, ensuring the proper vehicle for which assets are held can be equally important. Through consultation with various accounting firms, White Pine Investments keeps up with tax law changes that help clients reach their goals in the most efficient manner.
White Pine Investments proudly offers clients asset management in the following types of accounts:
Tax-deferred Taxable
Traditional IRA Individual
IRA Rollover Joint Tenant
Roth IRA Trust
SEP IRA Corporate
Simple IRA UGMA/UTMA
Inherited IRA Desg. Beneficiary Plan
Education IRA
401(k)
Annuity
529 Plan