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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2001
- Office Locations
- 1
Office Locations
About White Pine Investments
White Pine Investments is a Wolfeboro, NH–based investment advisory firm serving retail clients with asset management, portfolio construction, and financial planning (including insurance and 529 planning). Its approach is value-driven and disciplined, using fundamental analysis to own growing securities at or below intrinsic value, with a strong emphasis on asset allocation, diversification, and risk management in market stress. Custody is with Charles Schwab.
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Owner & Executives
ANDREW LOUIS KUSTAS
Owner
- CRD
- #4582589
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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