Burlington, VT Office

44 North Capital manages approximately $125 million for several hundred client accounts and serves a mix of individuals (including high‑net‑worth clients), trusts, estates, retirement plan participants, and institutional clients. The firm offers discretionary investment management, financial planning and consulting, ERISA/retirement‑plan advisory services, and selection of third‑party independent managers.

The firm works from a client profile to set objectives and deploys continuous, discretionary portfolio management that combines fundamental, macroeconomic, technical analysis and both active and passive strategies. Portfolios may include equities, fixed income, alternatives, options, and tactical asset allocation, and the firm monitors accounts on an ongoing basis with periodic reviews and integrated financial planning when engaged.

A noteworthy operational feature is that 44 North sponsors and manages the 44 North Capital Wrap Program (with a separate Wrap Brochure referenced in the ADV), meaning certain transactional, custodial, and Independent Manager fees are absorbed by the firm for wrap accounts. Its ADV also discloses a platform relationship with tru Independence (including a platform fee schedule that changes with assets), references client periodicals and third‑party ratings in its materials, and states it will not file class‑action proofs of claim for individual client accounts, items that distinguish its disclosure and service mix from many peers.