Institutional Services

For Corporations, Foundations, Endowments, Public funds and Non-profit organizations

For more than a decade, True North has been providing comprehensive investment and consulting services to institutional investors, applying our role as a fiduciary to make investment decisions that are customized and aligned with your goals and objectives.

As an independent wealth management firm, True North provides expert advice with objectivity and transparency. Because we are not linked to the sale of proprietary products, we are free to recommend investments that are based on your goals and objectives without hidden agendas or conflicts of interest. Our institutional services include:

Investment Policy Statement

The Investment Policy Statement (IPS) provides guidelines and objectives for each portfolio and is essentially a fund management road map. We work in conjunction with your Board or Investment Committee to collaboratively develop or review your existing Investment Policy Statement and provide input which links the policy to your objectives.

Asset Allocation

Based upon your Investment Policy Statement, True North will identify an investment strategy that aligns with your goals. Our research and investment team builds diversified portfolios with broad exposure to various asset classes that are most appropriate for your unique situation.
Investment Strategy

Our Structure

Every aspect of True North is founded on a team approach, collaborating on your customized plan, delivering robust thinking, increased value and goal-driven performance. Our team approach includes the expertise of a wealth manager, our research team, portfolio analysts and our Investment Policy Committee and each has a critical role in your success.

Portfolio Reviews

Your Wealth Manager meets regularly with your Board or Investment Committee to review your portfolio objectives, current allocation and past performance in conjunction with a current market update. These meetings provide an opportunity to ensure investment actions are aligned with your stated long and short term goals.

Fee Transparency

You will always know what you are paying. We believe in being fully transparent about the fees we charge; there are no hidden or indirect fees.

For more information about our institutional services, please contact Scott Wood at 214-360-7300.