Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

White Pine Capital, LLC

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

White Pine Capital, LLC

Overview:

Background

White Pine Capital’s portfolio management team offers over 90 years of investment experience and a staff focused on providing outstanding client service. Our number one goal is to offer products and services that help our clients achieve their investment goals.

We have a long history of managing balanced, all equity and all fixed income oriented accounts. Successfully investing our client's assets is built upon a disciplined and repeatable process, which has been in place since we opened the office in 1984.
Equities

White Pine Capital's equity investment process focuses on a broad range of market capitalization growth companies trading at reasonable valuations. Our basic philosophy is that companies growing faster than average increase the probability of real wealth creation over the long term. In addition to larger capitalization companies, we also invest in medium and well seasoned smaller size companies that are small enough to grow faster than their industry and the economy, yet strong enough to overcome a corporate mistake or industry problem. To avoid "overpaying" for growth, we also use strong valuation disciplines in our analysis thereby capturing the full effects of superior earnings growth in stock price appreciation. We manage diversified portfolios, with representation in major industry groups such as Basic Materials, Consumer Discretion, Consumer Staples, Industrials, Energy, and Technology.
Fixed Income

Our fixed income philosophy is to maximize total returns, yet at the same time, protecting the principal value of the portfolio. It is built upon risk averse approach focusing on high quality investment grade issues offering good liquidity, coupled with careful attention to interest rate sensitivity, call features, and turnover to minimize transaction costs. Typical portfolios consist of treasury securities as well as investment grade corporate and mortgage securities when yield spreads are sufficient to offset the credit and reinvestment risk of the respective issues. We do not invest in derivative or high yield securities.
Asset Allocation

For balanced portfolios, asset allocation shifts are based primarily upon the risk premium differentials between stocks and bonds. Combining these with our outlook for interest rates, inflation, and economic growth, we make shifts between the two asset classes. We consider ourselves asset adjusters as opposed to heavy asset allocators. In other words, we make gradual shifts rather than making significant shifts in the overall structure of the portfolio. Over time, tactical asset allocation shifts provide another tool to improve overall portfolio returns versus a predetermined asset ratio of stocks and bonds.
White Pine Capital. Helping Institutions and Individuals achieve their investment goals.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.