Recapping the 4th Annual Fort Worth Investment Symposium

From real estate and private credit to energy markets and risk management, the annual symposium offered a comprehensive exploration of timely topics and themes across multiple sectors.

Independent Wealth-Advisory and Multi‑Family Office

Founded in 2000, True North Advisors is a privately-owned wealth advisory and multi-family office delivering alternative investment and wealth management solutions to business owners, private investors, and families. With $4.4B+1 in AUM, we have offices located throughout Texas, including Austin, Dallas, Fort Worth, and Kerrville, with additional locations in the Greater Los Angeles Area and New York City Metro.

True North Advisors mosaic square

Guided by values

True North Advisors mosaic square

Guided by trust

True North Advisors mosaic square

Guided by expertise

Entrepreneurial at our core, we proactively look for ways to challenge the status quo, push through barriers, and find innovative solutions that deliver long-term capital growth and preservation.

$4.4B+1

Assets Under Management

164

Cumulative Years of Wealth Planning & Advisement

Focused Wealth

We serve as your strategic partner to deliver guidance through objectivity, intelligent counsel and transparency.

$812M+2

in Alternative Public & Private Market Investments

250+

Private/Alternative Investment Opportunities Vetted Annually

Investment Philosophy

Our investment approach is proactive; not reactive. Adding the right public and private investments to portfolios results in higher returns and lower volatility over time.

1400

Investment Reviews Annually

130

Cumulative Years in Private Investment Experience

115

Tailored Investment Strategies

32

Countries Represented in Investment Portfolio

Global Scale & Expertise

We provide our clients access to institutional services & private investments to build diversified portfolios across various asset classes.

Delivering a focused advisory approach with an entrepreneurial edge.

News & Insights

FWS 2024 Recap Blog Post (2)

01.09.2025

Recap: 4th Annual Fort Worth Investment Symposium

From real estate and private credit to energy markets and risk management, the annual symposium offered a comprehensive exploration of timely topics and themes across multiple sectors.