True North Advisors
Cole Bruns is an experienced professional currently serving as an Incoming Wealth Analyst at True North Advisors since March 2023. Previously, Cole has held the role of Project Manager at A.L. Bruns and Company, LLC since December 2020, providing project management consultancy across operations. Cole's background includes competing as a NCAA Division 1 Athlete from August 2019 to March 2023 and gaining experience as a Financial Planning Intern at Equitable Advisors during Summer 2022. Additionally, Cole operated an independent distribution business with Herbalife in 2020 and led guest services and ride operations at Schlitterbahn Waterparks & Resort from 2016 to 2018. Academically, Cole holds a Bachelor of Arts in Economics from Southern Methodist University and previously attended Auburn University Harbert College of Business, where a Bachelor of Applied Science in Business Administration was earned. High school education was completed at New Braunfels High School.
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True North Advisors
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.