Investment Management
Institutional-Grade Investing, Thoughtfully Delivered.
While many advisors outsource investment management or offer commoditized portfolios, our in-house investment team works directly with our advisory team to design customized portfolio solutions. We actively evaluate deal flow across private markets, public markets and other alternative markets, bringing institutional-level research, access, and oversight to every portfolio we construct. Our investments span 63 countries and 6 continents, including Africa, Asia, Europe, North America, South America, and Oceania (Australia/New Zealand).
While many advisors outsource investment management or offer commoditized portfolios, our in-house investment team works directly with our advisory team to design customized portfolio solutions. We actively evaluate deal flow across private markets, public markets and other alternative markets, bringing institutional-level research, access, and oversight to every portfolio we construct. Our investments span 63 countries and 6 continents, including Africa, Asia, Europe, North America, South America, and Oceania (Australia/New Zealand).
Investment Solutions
Our investment platform is built on more than two decades of direct research and innovative offerings. Our in-house investment management team has real world investment experience across equities, fixed income, mortgage/securitization, private equity, and real assets.
We invest across both public and private markets with a focus on long-term capital growth in a risk adjusted and tax efficient manner. Our approach enables us to be opportunistic when valuations are compelling and more defensive when they are not.
We source our investments through our relationships with family offices, endowments, pension funds and other industry networks.
Our Allocation Framework
We group investments by the role they play in your portfolio growth, stability, diversification, and enhanced return potential.
Public Equity Strategies
A valuation-based approach focused on maximizing risk-adjusted returns. Portfolio construction emphasizes attractive securities, styles, capitalizations and geographies to compound capital.
Fixed Income
A diversified solution seeking to deliver dependable, tax-aware cash flow and steady total return, through management of duration, yield, and credit spreads.
Private Investments
A single-fund gateway to all private markets, including private equity, venture, real estate, and private credit—seeking to deliver institutional access, opportunistic sector selection, and diversified returns in one vehicle.
Tail Risk
Protection of capital during severe market dislocations, helping the overall portfolio stay on course when markets head south.
Diversifiers
An evergreen, public-market alternative strategy built to target equity-like returns with materially lower risk, while providing protection in non-normal environments.
Investing with Discipline, Purpose, and Perspective
Our investment philosophy is designed for families who view wealth as both responsibility and opportunity. By combining deep research and institutional-grade investments, we build portfolios to support your long-term vision and respect your risk tolerance.
If you’re seeking a partner who can navigate both traditional and alternative markets with clarity and conviction, we’d welcome a conversation.
The many advantages clients gain from True North's integrated investment management:
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01
Real Investors, Not Allocators
Our team has managed capital across private equity, credit, hedge funds, and public markets. Because we've been on the investing side of the table, we evaluate opportunities with firsthand experience, not just oversight. -
02
Consultative Approach
We begin with your goals, not solutions. Every portfolio decision is guided by your broader financial plan, long-term priorities, and family dynamics. -
03
Structural Advantage
Time-tested alternative investment solutions across multiple asset classes that can be easily accessed and implemented as single sleeve or total portfolio solutions. -
04
Global Access
Through our global relationships and research, we provide access to carefully selected investments, including private and public opportunities, that are often difficult to access independently. -
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Seamless Execution
We handle the coordination, documentation, and ongoing oversight behind the scenes, making sophisticated investing feel straightforward and organized for you.
Align Your Wealth with Purpose
We exist to serve as your first call across every stage of life. Our team’s mission is simple: do what’s right, add value relentlessly, and earn trust that lasts. We don’t measure success in quarters. We measure it in decades, generations, and lives fulfilled.
Let us help you turn complexity into clarity by preserving your heritage and aligning your capital with purpose.
To ensure we can deliver the depth of service our clients expect, we typically work with individuals and families who have $5 million or more in investable assets.