True North Financial Services, LLC

Overview

True North Financial Services, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm operates under an individual ownership model and charges clients using a mix of percentage-of-assets and fixed-fee arrangements. Its investment posture is equity-centric: the firm favors exchange-traded equities as the primary capital allocation vehicle and supplements those exposures with mutual funds where appropriate. ESG considerations are not a stated driver of manager selection or portfolio construction. The adviser appears to run a high-touch, compact practice given its client count and asset base, emphasizing personalized portfolio management and planning for a limited number of relationships rather than scale-driven solutions. Custody and trading are routed through a single institutional custodian, which supports implementation using commission-free ETFs, separately managed accounts and mutual funds.

Assets & Accounts

Public Holdings

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Location & Offices