True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.

Consulting

True North Advisors

True North Advisors' headquarters in Dallas, TX, United States

Scott Wood

William Sharp

Vanessa Ramic

Dhruv Maniktala

The Investment and Wealth Management team at True North Advisors collaborates to create tailored, holistic financial plans and diversified investment portfolios for clients. Leveraging their expertise in financial planning and portfolio management, they work alongside estate planners and CPAs to strategically adapt to changing circumstances. This team ensures clients achieve their financial goals through a disciplined, value-oriented investment approach, focusing on global, multi-asset class portfolios.

Investment and Wealth Management

The Client Operations team at True North Advisors ensures seamless administrative support and operational excellence for our clients. This team is responsible for processing account transactions, managing client data, and ensuring the accuracy and timeliness of account operations. By coordinating closely with wealth advisors and other departments, they help maintain high client satisfaction and smooth day-to-day activities that underpin our client-centric approach to wealth management.

Client Operations

The Leadership Team at True North Advisors is responsible for setting the strategic vision and guiding the overall direction of the company. Comprised of the Chief Investment Officer, VP of Finance, and Chief Executive Officer, this team ensures that the company's independent, client-centric approach to wealth management is upheld. They oversee the company's operations, financial planning, and investment strategies to ensure alignment with the clients' goals and True North's core values.

True North Advisors

Org chart

Teams

Investment and Wealth Management

Client Operations

Leadership Team

Offices

True North Advisors

Org chart

Teams

Investment and Wealth Management

Client Operations

Leadership Team

Offices

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