Personalized Solutions for Individuals & Families
• Financial Planning
• Investment/Portfolio Management
• Retirement Planning
• Tax & Estate Planning
• Consulting Services
Customized Solutions for Businesses & Organizations
• Institutional Investment Management
• 401(k), 403(b) and Retirement Plan Evaluation
• Banking & Lending Services through Schwab Bank & Fidelity Investments
• Succession Planning for Owners
• Charitable gift annuity programs
• Legacy Planning
Institutional and Corporate Services
Foundations: With Chris Jackson’s leadership, continued involvement in the non-profit world, and experience managing assets for foundations since 2002, the truNorth team can offer high-end service and investment management recommendations in any capacity; to include asset-class mandate.
Endowments: With over 15 years of experience managing endowments, the truNorth team makes it their priority to sustainably grow its managing endowments by reinvestment of earnings while also contributing to the operating costs of the institution and its goals.
Corporate Investments/Cash Management
Employer-Sponsored Plans: From TPA coordination to employee education, the truNorth team can take your 401K or other employer plan to the next level. Many employers are concerned with retirement readiness amongst employees, and that is exactly the type of peace of mind the financial planning aspect of truNorth can bring. Working with the employees on choosing investments and planning comprehensively has the power to change the way an organization evolves over time. Reducing the responsibility of the owner so that they can focus on their specialties is yet another bonus to working with the truNorth team regarding your employer-sponsored plan.
Charitable Gift Annuity Programs
Alternative Investments: Many clients have been educated on the traditional asset allocation options of a stock and bond mix in a portfolio. However, alternative investments have the potential to be the driver of diversification based on the goals of the investor. With over ten years of experience in this asset class, the truNorth team has the capability to show a ten-year history of portfolios that have been able to withstand some of the toughest times in the market.