White Stork Asset Management LLC

White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, with a particular focus on managing portfolios composed mainly of equities and U.S. Treasury securities. The firm works directly with individual clients rather than concentrating on high‑net‑worth households, a client mix that differs from many peers.

The firm’s investment process is a bottom‑up, fundamental approach that seeks undervalued market leaders for long‑term holding while allowing active allocation and trading to respond to market opportunities; risk controls are applied at the position level and accounts are reviewed on an ongoing basis. Portfolios are typically managed on a discretionary basis, with the adviser responsible for security selection, rebalancing, and implementation through a third‑party custodian and execution platform.

What is distinctive is the firm’s client geography and team composition: it reports a notable share of non‑U.S. clients, an uncommon feature for similarly sized advisers, and does not emphasize high‑net‑worth households. The advisory team includes a CFA charterholder and professionals with international consulting and emerging‑market experience, and the firm relies on a retail custodian that also provides technology and operational support.