True North is honored to be recognized for the 7th consecutive year among D Magazine’s Top Wealth Management Firms in its latest November 2021 issue. With offices in both Dallas and Fort Worth, we have proudly been serving families, business owners, and institutions for over 21 years. We are grateful to our clients for continuing to choose us as their trusted advisor.
While the investment stories of names like Dogecoin, AMC and GME may or may not be familiar to the average client of True North, everyone under 35 can name friends and peers who have been participating in the ups and downs of these and other financial assets in 2021. Financial custodians are devoting hundreds of people to the task of determining how digital assets trading, custody, and services will fit into their platform seamlessly with the existing menu of stocks, bonds, and alternative investments.
San Francisco’s emergence as the most important city on the West Coast in the 19th century was simply attributable to fortunate geography. The San Francisco Bay Area’s evolution into the most important region in the world for technology innovation and investments in the late 20th century owes to a more complicated confluence of events. Post-World War II, the Bay Area retained many of the service men and women who came through during the war. Moffett Field, located on the southern edge of the San Francisco Bay between San Jose and Palo Alto, became a hub for military technology. Companies such as Lockheed grew to employ thousands in the area. Nearby Stanford University and its vast research capabilities fed the growing appetite for high-tech innovation.