Sensible Solutions For Investors


White Mountain Capital Is...

An independent investment firm entering its third decade of serving individual and institutional investors. We view our independence as a valuable company asset. It allows us the flexibility to work with investors on an individual basis, to better anticipate and respond to each client’s needs. We are not tied to one brand of investment products; we are free to offer those instruments that are best suited to your unique circumstances.

Our Investment Services

To find out how White Mountain Capital can help serve your investment needs, please click on the type of client that best describes you.

Retail Brokerage

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.

Institutional Trading

Access to superior execution services through our team of experienced institutional traders providing smart order routing with a variety of settlement options.

Investment Banking

Emerging companies looking to raise capital may be able to take advantage of a streamlined, cost effective securities offering through a private placement or other exempt issue.


Summit by White Mountain Capital is our proprietary platform for investors seeking to directly access investments in exciting private companies. Through Summit, investors can learn more about unique investments that are only available from White Mountain Capital. The platform allows investors to review all of the available offering materials, browse the terms of the investments, and even transact directly through the secure portal.

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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