True North Advisors - United States of America

Wealth Management Top 100

True North Advisors is an independent wealth management firm providing wealth planning and investment advice to high-net-worth individuals, families, and institutions. As a Registered Investment Advisor (RIA), True North Advisors serves as a fee-only fiduciary firm, believing that trustworthy advice can only be provided to clients through complete independence, objectivity and the absence of conflicts of interest.

True North Advisors takes a holistic approach to financial and wealth planning, managing all aspects of a client’s net worth, providing perspective and advice to ensure that all decisions are aligned and integrated with their goals.

True North’s investment philosophy is based on value-investing principles and diversification, allocating to traditional and nontraditional asset classes including real estate, private equity funds, and oil and gas opportunities. Guided by the firm’s Investment Policy Committee, investments are made with seasoned money managers who demonstrate long-term success in a specific investment style.

The True North team is experienced and credentialed in both financial planning and portfolio management and includes specialists with CFA, CFP, CIMA, CAIA, CPWA and JD certifications. The firm is acknowledged as one of the top independent advisors with awards and recognition in numerous consumer and industry publications.

For more information, please visit www.truenorthadvisors.com.  

CONTACT INFORMATION

Scott Wood

Chief Executive Officer

[email protected]

TRUE NORTH ADVISORS, LLC

8350 North Central Expressway

Suite 725

Dallas, Texas 75206

Phone: 214-360-7300