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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-1997
- Office Locations
- 1
Office Locations
About White Pine Investment CO
White Pine Investment Co provides customized financial planning and ongoing discretionary portfolio management for individuals and families, with a multi-generational, retirement-focused client base. Portfolios are equity-led, value-oriented (intrinsic value/cash-flow analysis) and typically hold ~35–40 positions with 4–5 year holding periods, with ETFs or mutual funds used as complements. Fee-only (AUM-based) and typically custodians at Charles Schwab; the firm invests alongside clients and delivers quarterly reporting and reviews.
Team overview
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Owner & Executives
ANTHONY JOSEPH DIGIOVANNI CFA
Chief Investment Officer, Managing Partner
- CRD
- #5123620
- Ownership
- 50% but less than 75%
WILLIAM JOEL JOHNSON
Financial Advisor, PARTNER
- CRD
- #4784523
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $518,403,585 | $480,894 |
| Non-Discretionary | $13,876,903 | $396,483 |
| Total | $532,280,488 | $478,239 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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