True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.

Consulting

True North Advisors

True North Advisors' headquarters in Dallas, TX, United States

Scott Wood

Paula Davis

Description

People (22)

Scott Wood

Dhruv Maniktala

Jamil McNeal, CFA, CAIA

Luke Anderson

Caleb Clasen

Danielle Barfield

Tom Flood

Tara L. Scottino, CFP

Vanessa Ramic

William Sharp

Armando Ramirez

Michael Anderson

Emily Roberts

Paula Davis

Cole Bruns

Marisa Helland

Mac Owens

Jamie Scott

Sofia Young

Joshua Greene

Christopher Conlan

Grant Bennett

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