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True North Advisors

True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives.

  • Why True North?
    • OUR PROCESS
    • INVESTMENT MANAGEMENT
    • WEALTH PLANNING
  • SUCCESS STORIES
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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:

Functional Asset Classes - True North Advisors

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.

OUR BLOG

  • THIRD & FOURTH QUARTER 2020

  • Texas $2bn multi-family office eyes multifamily, opportunistic strategies

  • Video: How Alternative Investments Can Provide Favorable Outcomes for Clients

Contact

Phone: 214-360-7300 | Fax: 214-360-7301
Email: info@truenorthadvisors.com

Location

True North Advisors, LLC
3131 Turtle Creek Boulevard, Suite 1300
Dallas, Texas 75219

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