Learn more about TrueNorth's Discretionary Investment Management

Our Process

At TrueNorth, we work as a team to provide our portfolio management services. You benefit from our collective experience and depth as well as our high service standards:

  • Client Relationship Manager - This is the advisor you choose to serve as your key contact at TrueNorth. Your relationship manager meets with you to discuss investment results, share our investment outlook and address other portfolio management topics as needed. Other members of our team will also attend your performance reviews at your request, including our portfolio managers. Your Relationship Manager also coordinates with our Investment Policy Committee and Operations staff on your behalf to help ensure that your needs are met.
  • Investment Policy Committee (IPC) - Our team approach to portfolio management gives you not only a wealth of knowledge, but also provides multiple views of return potential and risk in consideration of your investment objectives. The five member team possesses over 125 years of collective investment industry experience that encompasses both equity and fixed income securities.
  • Client Service Representatives - Our experienced support staff is ready to help with your day-to-day needs. They can provide you with special reports, help coordinate with your third party broker-custodian to open new accounts or complete account transfers. They also serve as liaison with your third-party broker-custodian to service your account or help resolve issues on your behalf.

Our first step is a needs analysis, led by your Relationship Manager. This analysis includes a review of your existing investment policy, if applicable. We work closely with you to help ensure that we fully understand your investment objectives and risk profile. This information provides the basis for our recommendation of the portfolio management strategy and strategic asset allocation we believe are best suited to achieve your goals.

Your existing portfolio is reviewed to determine which holdings conform to your new investment strategy. Any investments that do not align with your new strategy are replaced over time as market opportunities permit. Portfolios are typically brought into alignment with their new strategy over a period of 90 days to 6 months. This permits our portfolio managers the latitude to consider current market conditions as well as any issues specific to your account.

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