The TrueNorth Difference
Independence of Thought.
We take a consultative approach in that we do not market our own proprietary investments or retirement plans, nor do we offer any proprietary investments. This allows us the flexibility to choose from a vast array of securities to design a portfolio that we believe is well-suited to your objectives.
Our investment recommendations and portfolio management decisions are made in-house by our experienced portfolio managers and at the direction of our Investment Policy Committee, utilizing our own independent research and analysis.
Our team approach brings together our collective understanding, insight, skills and resources to provide you with expert advice and guidance. Our expertise in the financial services industry allows us to offer you the personalized investment strategies and high quality service for which we are known.
We not only bring to you the knowledge, experience and focus you would expect from a large firm, yet our size allows us the opportunity to really get to know you. A close, ongoing relationship allows us to identify strategic solutions that are tailored to fit you now – and as your needs change over time.
Our clients are the heart of our business. Our clients value the decades of collective experience behind our advice, as well as the way that we provide it - with respect, trust, and a deep commitment to exceptional client service.
TrueNorth, Inc., established in 1999, is registered as an investment advisor with the Securities and Exchange Commission (“SEC”). TrueNorth is also registered as a broker-dealer with the SEC, Member FINRA. We are a wholly owned subsidiary of The IMA Financial Group, Inc., an employee-owned insurance brokerage/agency. IMA is consistently ranked among the Top 20 largest independently owned insurance and employee benefits brokers in the country, with offices in Dallas, Denver, Kansas City,and Wichita.
We are entrepreneurial, professional, the “right size” and community focused. We are passionate about service; we are hands-on, collaborative and innovative. And, as part of an employee-owned company, it is clear to us that we create value by nurturing long-term customer relationships that are built on trust, integrity, honesty and mutual respect. We invite you to contact us today – we look forward to meeting you!
The TrueNorth Difference in our Communities
TrueNorth was the #1 team in the Wichita Altzheimer’s 2015 Walk for the Cure event in terms of money raised. Our very own Dave Strohm was chairman of the walk this year, helping Walk for the Cure surpass its 2015 goal!