TrueNorth brings a wealth of experience to the table as your investment advisor. But what you may not know is that our team is also proud of our solid business background. Our staff includes individuals with considerable experience at senior and executive management levels of public and employee-owned financial institutions, as small business owners, as directors of foundations and not-for-profit organizations. This gives us a deep understanding and personal appreciation of your challenges and rewards.

TrueNorth is deeply experienced in developing dynamic investment strategies for institutional clients designed to meet your investment goals, while balancing the importance of risk and return. Our portfolio management expertise is enhanced by our commitment to exceeding your service expectations. We believe our size and organizational structure allows us to:

• develop close working relationships with our clients
• be highly responsive to your needs
• manage assets in an efficient and effective manner

We are an independent advisor – we are not affiliated with any bank, investment company, retirement plan provider or research broker. This is an important differentiator that provides our clients with distinct benefits:

• Our opinions are our own.  We are free to invest according to our own economic outlook and market forecast
• We use independent research.  We utilize robust economic and market research obtained from sources independent of any Wall Street firms or banks.
• We do not offer proprietary investment products.  We have the ability to choose from an almost limitless array of securities to design your portfolio.
• You are hiring the decision-makers.  Our team makes all investment decisions including portfolio design, asset allocation, and individual securities selection.
• Your securities account is with an unaffiliated third party custodian.  Our clients establish a separately maintained brokerage account in their name with an independent custodian unaffiliated with TrueNorth, and grant us limited power of attorney to execute purchase and sale transactions on their behalf. Your independent custodian delivers trade confirmations and brokerage account statements directly to you, and provides on-line access to your account information and securities holdings.