January 15, 2010 – DALLAS, TX. – True North Advisors, celebrating its 10th year of business in 2010, launched its updated brand identity to start the New Year.
The new company brand includes an updated look to reflect the unique value proposition and service promise that True North offers clients. Gone is the True North navigation compass icon, replaced by a more modern…
(Read More)January 15, 2009 – DALLAS, TX. – True North Advisors has partnered with Brand-Loft, Envision Interactive, and Cardinal Marketing to launch its new website for 2010.
True North’s website, seen at www.truenorthadvisors.com, is a result of the collaboration of three entrepreneurial firms…
(Read More)December 28, 2009 – DALLAS, TX. – True North Advisors licensed the use of the industry leading financial planning software suite, MoneyGuidePro. This recent license deal is evidence of True North’s continued investment in additional technology solutions to enhance its overall wealth management service for clients.
“MGP is really easy to use. It helps me work interactively with my clients to understand their goals, determine cash needs to meet those goals, and then design financial action…
(Read More)December 26, 2009 – DALLAS, TX. – True North Advisors will be the host sponsor for the Cattle Baron’s Ball Launch Party to be held on January 28th, 2010. The launch party is one of a series of events leading up to the Cattle Barons’ Ball in October. The CBB is the world’s largest single-night fundraiser for cancer research through the American Cancer Society.
“It’s a privilege to be part of this event,” says True North founder, Scott Wood. “The Cattle Baron’s Ball has raised over $40 million to help with cancer…
(Read More)December 10, 2009 – DALLAS, TX. – True North Advisors, in partnership with Black Diamond Performance Reporting Solutions, has launched an enhanced reporting solution for clients. The new reporting system enables Wealth Managers at True North to provide clients with a complete picture of their financial situation. The new system not only pulls data from the institutions who hold client accounts, like Charles Schwab & Co., but also enables manual entry of alternative assets, and automated download of other personal accounts (like 401K, checking, savings, etc.) that are part of clients’ personal net worth…
(Read More)July 1, 2009 DALLAS, TX. – True North Advisors recently hired a Chief Operating Officer to handle the day-to-day business affairs of the firm.
“Mark and I need to spend more time outside the office, meeting with people and telling them the True North story. We believe we have something quite unique to offer, and we need to make sure people know we can help. Our firm has gotten large enough that a hiring a dedicated Chief Operating Officer is the right next move.”
“Vic is the perfect fit…
(Read More)“Being a steward is not only about acting as a fiduciary, it is about serving my clients by giving them my time and attention.”
-Lisa Leonard, Wealth Manager