August 31, 2009 - DALLAS, TX. – For the first time, True North Advisors was named by Barron’s on their “Top 100 Independent Financial Advisors 2009” list, published on August 31, 2009.
The ranking is based on a composite score from factors of assets under management, revenues generated for the firm, and quality of the advisors’ practices. Less weight was given to assets and revenues from institutional clients. This was True North’s first year to make the list, scoring 82.5 points compared to the top score of 100. Advisors who made the list are based all across the United States. True North was among a group of only 5 advisors that made the list, two others based in Dallas, and two others based in Houston.
“I am just excited to have True North included on this Top 100 List,” says Scott Wood, Founder of True North. “We have had our heads down, taking care of clients for the last 10 years…it’s good to see that the strong foundation we’ve laid is starting to get noticed.”
True North Advisors is an independent wealth management firm serving high net worth clients and institutions, differentiating itself with its objective, disciplined system to carefully steward client assets. Based in Dallas, Texas, True North is in its 9th year of operations with a full-time team of 22 people and over $1 Billion in client assets under management.
