For over 10 years, True North has been serving the wealth management needs of high net worth clients. During that time we have seen hundreds of different financial situations, each with a unique vision for what our client is trying to accomplish with their resources. Our advisors carefully build a highly customized financial action plan for each uniquely personal situation.
We are dedicated to fulfilling our deeply-felt duty and obligation to act as your fiduciary…as your trusted steward… which is the highest ethical standard that an advisor can live by in his relationships with clients. How do we walk this out practically? We have setup our day-to-day business practices to deliver on this promise.
Financial Planning
Our disciplined process begins by understanding all the details of your unique financial situation as well as your expectations, needs and goals. Through the discovery process, we come to understand the big picture of your financial situation and then map out a long-term path to take you where you want to go.
Personalized Service
In order for us to really serve as your “steward,” we need to earn your trust. We believe trust is built on relationship. Up front, we spend time with our prospective clients so they can get to know us personally, our values, who we are as people, and how we do business. As a client, you would work with a Wealth Manager, Client Service Associate, and a Portfolio Analyst who would get to know you and your situation well. Over time, we have seen that our team approach has helped us deliver the best service to our clients.
Independence
We are a privately-held firm who answers only to ourselves and our clients. We don’t have the pressures of a public company to generate short term returns. We don’t have a corporate parent pushing to sell highly profitable financial products through us as a “distribution channel.” We are free to act completely on your behalf and in undivided support of your interests as our client.
Dynamic Asset Allocation
The plans we develop and implement for clients are all about realizing long-term growth in assets to achieve their life goals. Our wealth management process uses asset allocation to respond to the cyclical nature of the financial markets. We regularly review portfolios and make adjustments as appropriate to give clients the best chances of growing assets in up markets and protecting assets in down markets.
Fee Transparency
We want you to fully understand the fees you are paying. We share with you a detailed fee report, showing exactly how much you are paying and what it is for. We will spend time with you explaining how fees in the industry work, so you’ll better understand how our fees are fair for the value we provide.
