Growing your organization requires specialized knowledge, dedication, and the ability to think outside the box. It’s important to build a strong team with the resources and know-how to get the job done. We can help you get there.
 
We know you are different from your competition and how hard you work to keep it that way. TrueNorth is different, too. There’s no single solution that is successful for everyone – that’s why innovative strategies developed in a team environment is at the core of all that we do.

TrueNorth provides investment strategies, portfolio management solutions and consulting support to corporations, foundations, not-for-profits and other organizations like yours.  Our team of dedicated professionals possesses decades of experience in the areas of:  

• Qualified defined contribution plan and executive benefits plan consulting
• Equity portfolio management
• Taxable and tax-exempt fixed income portfolio management
• Customized portfolio design for institutional clients and other large investors
• Intermediate income portfolio strategies for excess cash reserves
• Separate account manager selection and oversight for foundations and not-for-profits
• Investment Policy design for foundations and not-for-profits
• Asset and liability management  

At TrueNorth, we have the expertise, the depth and the hands-on skill necessary to help you attain your goals. Whether you are looking for innovative portfolio design to make your excess capital work as hard as you do, seek independent advice and support for your organization’s defined contribution plan, or need an experienced team to develop and implement investment policies suitable for foundation endowment programs, we can help you make it happen.