True North Advisors
True North Advisors is an independent wealth manager that offers comprehensive solutions to high-net-worth families and individuals regardless of the stage of life they may be entering. It offers conflict-free advice that is inspired by its clients' aspirations, not sales commissions. True North also has an institutional services group that provides a full suite of investment management services for middle-market corporations, municipalities and non-profit organizations.
SOLUTIONS
Investment Management
True North Advisors' value-oriented approach is opportunistic when valuations are cheap and defensive when they are expensive. It uses a functional asset class framework to build portfolios that categorize investments by their objective rather than by traditional asset class definitions.
Wealth Planning
True North Advisors designs highly customized, holistic financial plans that are uniquely focused on what matters most to you. Its long-term approach has the flexibility to adapt to your circumstances as they change.
Assets under advisement: $2.5 billion (as of March 31, 2021)