With our 10th Year Anniversary at True North in 2010, we renewed our brand and brand promise. We retired our compass logo that served us well over the last 10 years. Our new “mosaic” logo represents how we seek to serve clients with our financial planning and portfolio management services in the next decade.
Each of the pieces of the mosaic represent a facet of our clients’ financial picture. The white triangle in the center, pointing North, represents the long-term action plan we develop with clients to achieve their life goals. That plan makes sense of the all the facets of our clients’ financial mosaic. All our actions as an advisor are guided by those unique client plans.
Some services, such as Estate Planning, Insurance Reviews, among others, are provided in collaboration with strategic partners of True North. These partners are highly specialized in their particular area of financial and wealth management. In situations when True North includes these partners as part of the client service team, True North acts as the coordinator/advisor working to make sure that all the team efforts support the clients overall goals and long-term plans.
