White & Co. Financial Planning Inc.
White & Company Financial Planning, Inc. is an SEC-registered investment adviser headquartered in Sunnyside, Washington. Founded as an independent financial planning and investment advisory firm, it serves individuals, high-net-worth individuals, trusts, and estates. The firm emphasizes offering personalized investment management and holistic financial planning, including tax, retirement, insurance, and estate planning. Employee count is not specifically disclosed but is likely to be small given its boutique nature.
Investment Strategy
White & Company Financial Planning, Inc. offers investment management services tailored to client-specific objectives, including maximum capital appreciation, growth, income, or a combination. They allocate investments among asset classes such as equity, fixed income, mutual funds, and ETFs, and maintain a focus on diversification and personalized strategies. Portfolios are managed on a discretionary basis, regularly monitored, and rebalanced as needed. The firm avoids commission-driven products and emphasizes fee-based, tax-efficient investing. They use Charles Schwab as custodian and recommend no-load mutual funds and ETFs, while also providing education and guidance to clients throughout the investment process.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 16.08% | $21.4M | 811,103 | $23.20 | $26.34 | +$1.2M |
S SCHA | SCHWAB STRATEGIC TR | 15.48% | $20.6M | 737,124 | $25.82 | $27.90 | +$1.7M |
S SCHM | SCHWAB STRATEGIC TR | 9.65% | $12.8M | 432,570 | $27.72 | $29.64 | +$708.2K |
S SCHF | SCHWAB STRATEGIC TR | 9.17% | $12.2M | 523,264 | $18.51 | $23.28 | +$435.0K |
S SCHC | SCHWAB STRATEGIC TR | 9.15% | $12.1M | 266,930 | $34.35 | $45.51 | +$399.9K |