Managing your wealth doesn’t have to be complicated. 

 

Our Form ADV 2A Brochure describing our Investment Supervisory Services is available here.

We believe that an important gauge of investment performance is found in measuring progress toward your unique life goals. That’s why it’s essential that we get to know you before we get to know your portfolio.  We will ask you a lot of questions, and pay close attention to your responses.  This helps us to understand your concerns and identify your plans for the future.  We think you will find the time we spend together before you ever engage us as your investment advisor is essential to establishing a strong, ongoing relationship.

One of the most unique components of this preliminary work is our team collaboration process.  Our Oversight Committee, led by our President, reviews your objectives and your long-term goals with the investment strategies recommended to you.  This important step allows us to bring our collective expertise together to validate our findings and recommendations. Equally important, it provides each of our team members the opportunity to understand your needs, before you ever become a client, so we can tailor our services to fit you.

Once we really know you and understand what you want to achieve, you’ll be surprised by how much simpler it is to identify what it will take to get you there. TrueNorth will design a wealth strategy that supports your objectives by:

• Establishing written investment policies that provide portfolio management guidelines
• Implementing a well-defined yet flexible portfolio strategy, so your self-defined goals are reflected in our investment decisions, today and in the future 
• Providing periodic reports with measurements to evaluate your progress
• Staying in contact with you by phone and in-person -  as changes in your life create new or different goals, we can adapt your portfolio to reflect your new priorities

Give us a call or send us an email,  but definitely contact us.  We think that you will find our innovative approach to managing your wealth will intrigue you, and we would value the opportunity to talk with you in detail.