INVESTMENT MANAGEMENT

Your life is anything but cookie cutter, why would you settle for an investment strategy that is?

Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. True North utilizes the following functional asset classes:

A comprehensive plan designed to maximize earnings and minimize worry.

True North doesn’t believe in force-fitting our clients into a limited set of model portfolios. Just like wealth planning, all situations are unique. We will create a custom portfolio to help you realize your goals and aspirations. Your plan will take into account all of your assets regardless of where they are held or what type they are.

Our team has direct hands on industry experience in equities, fixed income/mortgage securitization, private equity and liquid alternatives. Having done it ourselves makes us better at finding the best-in-class, skilled managers to run our clients’ allocations in a variety of industries. Every member of our research team is a CFA® charterholder because we believe education coupled with experience best serves our clients.