A complete list of active advisors currently associated with True North Advisors, LLC

Warmer can help you find a great advisor at True North Advisors, LLC or one who fits your needs even better.

True North Advisors is a multi-team registered investment adviser that manages approximately $5.4 billion in client assets and serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities. The firm provides comprehensive financial planning, portfolio management, consulting on outside investments, and ongoing wealth advisory services, and it also offers discretionary management and advisory services to private pooled investment vehicles through its Western Alternative Strategies division. The firm's investment process is driven by fundamental, bottom-up analysis with a bias toward value-oriented strategies and broad diversification across its four Functional Asset Classes: Equities, Fixed Income, Diversifiers, and Private Investments. Portfolio construction is informed by an Investment Committee, third‑party manager due diligence, returns- and holdings-based analysis tools, and Monte Carlo modeling to align client-specific objectives with recommended asset allocations, while permitting allocations to indexed ETFs, SMAs, alternatives, and private investments where appropriate. True North is noteworthy among peers for its role as an adviser and general partner to private funds and for sponsoring and managing pooled vehicles that may employ performance-based fee arrangements tied to capital appreciation. The firm also discloses use of hypothetical and modeled performance (for example, Monte Carlo and projected return scenarios) in its planning process and recently expanded via an acquisition that brought new principals into minority equity positions.

To learn more about the advisors currently working at True North Advisors, 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.