True North Advisors
Grant Bennett has a diverse background in finance and client operations, currently serving as a Portfolio Analyst and previously as a Client Operations Analyst at True North Advisors since June 2021. Prior experience includes a role as an Enhanced Specialist for Advisor Services at Charles Schwab from January to May 2021, and as a Relationship Manager II and Relationship Manager at TD Ameritrade Institutional from November 2018 to January 2021. Additional experience includes a brief position as Support Staff at Windward Way and a Marketing Intern role at Nth Degree. Grant Bennett earned a Bachelor of Science in Economics with a minor in Business from Texas Christian University, completing the degree in 2018.
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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.