A complete list of active advisors currently associated with TruNorth Capital Management, LLC
Warmer can help you find a great advisor at TruNorth Capital Management, LLC or one who fits your needs even better.
TruNorth Capital Management provides discretionary investment management and optional retirement and financial planning to individuals (including high‑net‑worth clients), families, family offices, employer‑sponsored retirement plans, and institutional entities such as corporations and foundations. The firm operates as a fee‑only, fiduciary registered investment adviser and manages client accounts on a discretionary basis. The firm’s investment approach emphasizes low‑cost, diversified allocations across ETFs, mutual funds, individual bonds and certificates of deposit with tactical weighting across global asset classes and periodic rebalancing; TruNorth generally avoids individual equities and favors no‑load or institutional share classes. TruNorth may use options as a risk‑mitigation or income tool, can accommodate client‑directed assets, and discloses that it does not rely on artificial intelligence to set strategy. Noteworthy aspects of the firm include regular newsletters and blog publications available to clients and non‑clients and disclosures in recent ADV amendments about the firm’s use of third‑party money managers and margin transactions. TruNorth also maintains a membership with DPL to support insurance consultancy and serves as a 3(38) ERISA fiduciary for retirement plans, providing quarterly performance reporting and tailored client reviews.
To learn more about the advisors currently working at TruNorth Capital Management, 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 |
|---|---|---|
Charlevoix, MI
| 12
| |
Kalamazoo, MI
| 16
| |
Kalamazoo, MI
| 7
| |
Kalamazoo, MI
| 13
|
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