True North Advisors
Paula Davis has extensive experience in leadership roles within financial services, currently serving as Managing Director of Partnership Integration and Partner at True North Advisors since May 2005. In this capacity, Paula oversees the onboarding of new advisory firms, focusing on client success and financial performance. Additionally, as Managing Director of Dallas, Paula manages the Wealth Management and Wealth Planning teams, emphasizing client satisfaction and operational efficiency. Prior roles at True North include Vice President of Client Experience and Vice President of Operations, where Paula crafted exceptional client experiences and fostered a positive corporate culture. Before joining True North, Paula worked as Director of Administration and Business Manager at Tin Star Restaurants. Paula holds a BBA in Finance from Stephen F. Austin State University and a Certificate of Graduate Studies from Dallas Theological Seminary.
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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.