RETAIL INVESTORS
New investors just beginning to build assets, established clients saving for retirement or sending children to college, older individuals planning for life after employment…each stage of life has its own financial challenges. We have a number of tools to help you meet your obligations and achieve your financial goals. And, thanks to its many agreements with a variety of suppliers, we can offer small businesses flexible, easy-to-manage programs such as SEP accounts, 401(k) plans, money purchase, Keough accounts, group health insurance and more.
Our investment strategies are crafted by White Mountain Capital’s senior traders, who have decades of experience in the industry. They have seen both bull and bear markets, and have dealt with extreme volatility. Our aim is to assist with building your wealth while protecting your current assets from undue risk.
High net-worth investors may have access to select private placements through White Mountain Capital. Our accredited clients are highly encouraged to discuss such opportunities with their Account Executives.
White Mountain Capital LLC website and its links (together the “Web Site”) are presented for informational purposes only. The Web Site is neither offering or soliciting to buy securities of any kind nor is it giving any type of investment advice upon which any type of investment advice upon which any person should rely without giving due consideration to other sources of information. White Mountain Capital LLC is a registered Broker-Dealer and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). All retail brokerage customer securities transactions are cleared through Hilltop Securities Inc (SWST).
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