A complete list of active advisors currently associated with ThirtyNorth Investments, LLC
Warmer can help you find a great advisor at ThirtyNorth Investments, LLC or one who fits your needs even better.
ThirtyNorth Investments works with individual and high‑net‑worth clients, retirement accounts, trusts, estates, non‑profits and qualified retirement plans, and also provides institutional consulting and participant account management. Services include discretionary and limited non‑discretionary portfolio management, retirement‑plan consulting and benchmarking, and a recently added Coordinated Family Office offering called Alignment, by ThirtyNorth. The firm follows a strategic, committee‑driven global asset allocation and implements portfolios primarily with mutual funds, ETFs, individual stocks, cash equivalents and structured notes, emphasizing long‑term discipline and quarterly model reviews. ThirtyNorth also runs an actively managed Women Impact Strategy that targets companies with stronger gender representation while mirroring Russell 3000 sector weights. Noteworthy distinctions in the brochure include disclosure that the firm may employ borrowing or leverage in managed investments (the materials discuss leverage risk in certain funds and in structured notes), and the new family‑office coordination service that centralizes collaboration with clients’ outside professionals. The brochure also describes routine use of custodial relationships (e.g., Schwab) and receipt of “additional services” from custodians, which the firm discloses as a potential conflict it manages.
To learn more about the advisors currently working at ThirtyNorth Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 6
| |
New Orleans, LA
| 15
| |
New Orleans, LA
| 15
| |
New Orleans, LA
| 1
| |
New Orleans, LA
| 16
|
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