TRUE NORTH FINANCIAL ADVISORS, LLC

Overview

True North Financial Advisors, LLC is an independent registered investment adviser focused on individual and family clients, with a practice built around financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and runs client portfolios predominantly on a discretionary basis. Investment activity centers on pooled public funds and mutual funds as the primary building blocks for client allocations, with an allocation lens that favors externally managed vehicles rather than direct-stock concentration or custom alternative-asset sourcing. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and maintains a single-owner, small-firm structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices