TRUENORTH WEALTH & IMPACT, LLC

Overview

Truenorth Wealth & Impact, LLC is an independent registered investment advisor that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm combines financial planning with discretionary portfolio management, pension consulting and selection-of-other-advisers services. Fee arrangements include percentage-of-assets, hourly engagements and fixed-fee work, which allows flexibility across smaller planning engagements and ongoing asset management relationships. Investment activity is tilted toward public equities as the core building block, with a clear preference for exchange-traded vehicles and separately managed accounts for client-specific exposures. The firm also deploys third-party alternative fund managers across private markets and other illiquid strategies when appropriate. Truenorth does not identify as an active ESG investor, so ESG screening or impact-first mandates are not a primary driver of portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices