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Institutional Services

Growing your organization takes a lot of hard work, specialized knowledge and dedication. It also requires flexibility that allows your people to “think outside of the box”.

You need an experienced partner that helps businesses like yours find innovative solutions to their complex financial issues. A partner that is there for you…so you can be there for your business. That’s TrueNorth.

Let our team of investment managers and retirement plan specialists put their decades of collective experience and expertise to work for you:

Discretionary Investment Management

  • Intermediate income portfolio strategies for excess cash reserves
  • Equity, taxable and tax-exempt fixed income portfolio management strategies
  • Customized portfolio design for institutional clients and other large investors
  • Asset and liability management
  • Investment Policy design for foundations and not-for-profits

Retirement Plan Consulting Services

  • Qualified and non-qualified employer-sponsored retirement plans
  • Comprehensive services / independent of your Plan’s other service providers
  • Plan design support / a competitive Plan helps attract and retain your most valuable asset – your employees

Financial Wellness in the workplace – TrueNorth Compass

  • Web-based Financial Wellness Program
  • Pre-retirement workshops designed for employees nearing retirement
  • Custom workshop modules to meet specific investment education needs

Whether you are looking for an investment manager to make your excess capital work as hard as you do, or an independent consultant to help oversee your employer-sponsored retirement plan, we have the resources you need. Call us today to learn more!

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