welcome to true north

blue investment partners

True North Core Values

Fulfilling Lives, Together

We are pleased to announce a new chapter in Blue Investment Partners’ journey. We have joined True North Advisors effective June 30, 2025.

At the core of both True North Advisors and Blue Investment Partners lies a shared philosophy, grounded not only in investment acumen, but in enduring relationships, multi-generational perspective, and purposeful guidance. This strategic partnership with True North enhances our ability to deliver comprehensive, high-touch advisory services while preserving the principles and personalized approach that have defined your experience with Blue. This includes access to broader planning capabilities, deeper investment resources, and a robust network of like-minded professionals—without losing the familiarity or continuity of the team you know and trust.

We are grateful for your continued confidence in us and look forward to advancing your goals with greater scale, strategic insight, and steadfast commitment.

Connecting With Your Advisor

We recognize that trust, continuity, and clarity are essential in any advisor relationship. As we move forward together, your advisory team from Blue remains unchanged and fully committed to supporting you with the same personalized guidance and care you’ve come to rely on.

Resources

Throughout this transitional period, we have invested significant time and effort to guarantee a seamless shift, placing the utmost importance on maintaining uninterrupted access to vital tools and resources. You can confidently log in to your accounts and leverage all pertinent links, experiencing little disruptions in your user experience. Your access remains secure and your resources are readily available.

As we move forward together, we are excited about the opportunities this new partnership brings. It enables us to further enhance our capabilities, expand our resources, and deliver even greater value to you and your family.

Meet True North Advisors

$5.1B+1

Assets Under Management

164

Cumulative Years of Wealth Planning Advisement

Focused Wealth

True North serves as your strategic partner to deliver guidance through objectivity, intelligent counsel and transparency.

$912M+2

in Alternative Public and Private Market Investments

250+

Private and 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.

Learn more about True North and our innovative solutions.