True North Advisors was named in the Top 50 fee-only registered investment advisors “Fast Movers” list, based on growth in discretionary assets under management. This is an annual list determined by Investment News. True North was included due to its rapid growth from 2006-2008. True North was #37 on the Top 50 list.
The criteria to be considered for the were: 1) A majority of their business must come from serving retail clients; 2) the firm must provide financial planning, portfolio management and or do due diligence on money managers; 3) the firm must not be a broker/dealer, bank or insurance entity; 4) the firm must not earn any commissions or have registered broker/dealer representatives at the firm; and 5) the largest portion of their investments should not be invested in proprietary products.
True North Advisors is an independent wealth management firm serving high net worth clients and institutions, differentiating itself with its objective, disciplined system to carefully steward client assets. Based in Dallas, Texas, True North is in its 8th year of operations with a full-time team of 22 people and over $1 Billion in client assets under management.