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Individual Investors

Whether you are just beginning to build a portfolio or are a long-term investor preparing for retirement, our experienced investment professionals will offer solutions aimed at achieving modest growth while protecting your assets from undue risk.

Personal Service
White Mountain Capital may not be the most recognizable name in the industry, but once you become our client, you can be assured that we will recognize your name. Our account executives work closely with you, to fully understand your financial goals, needs and obligations. By working together, we can plan more appropriately, anticipate more accurately, and respond properly to changing circumstances.

Unlike firms that focus on marketing its proprietary investment products to clients, White Mountain Capital is free to explore and offer a variety of products and strategies that address your individual needs. Because we are an independent firm, we can choose the products best suited to you.

We welcome the opportunity to examine your financial needs and discover how White Mountain Capital may assist you. Please call us to schedule a meeting with an investment professional.

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