May 15, 2009 – DALLAS, TX. – True North Advisors was ranked 17th out of 25 Financial Asset Management Firms by the Dallas Business Journal’s annual publication, the “Book of Lists 2010.” Researchers Jerry Gunter and Helen Roth screened firms by the value of the assets under local management as of December 31, 2008. Citing about $860 million in assets under management, True North Advisors was recognized as one of the largest firms in its category in the Dallas-Ft. Worth metroplex area.
The list included a broad range of different types of financial advisors: large banks’ advisory units, large brokerage firms, money managers, and independent advisory firms. “Although we are honored to be included on the Book of Lists for asset management firms, “ says Scott Wood, Founder of True North Advisors, “it’s important for clients to know that we are very different than most of the other firms on the list. We are a truly independent wealth management firm, free from any conflicts-of-interest that plague the traditional bank and brokerage firms.”
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.
