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We're Not Just Another Investment Advisor

 

If you are looking for a financial advisor that is truly focused on your success, TruNorth Capital Management, LLC (TruNorth) is a fee-only Registered Investment Advisor (RIA) and is proud to be employee-owned. The firm's co-founders have spent decades working with clients to help them experience new levels of success in their investing and personal lives. We use diversified, global portfolio strategies based on pure, un-conflicted advice and unbiased, academically-validated investment strategies.  We are not conflicted by impure stock picking or artificial market-timing driven by emotion.  Most important of all, we're proud that we can provide remarkable services with some of the lowest investment advisory fees in our industry. 

 

Mission

Whether you are an individual investor, sponsor of a retirement plan or one of its participants, our mission is to relentlessly pursue perfect investment performance for you.

 

Vision

Our vision is a world where your investment success is not cheated by high costs, under-performance and conflicts of interest. Most investors experience worse financial outcomes because of high-fee financial advisors and underperforming investment strategies that are made worse by emotion, conflicts of interest, biases and erroneous intuitions that drive forecasting. At TruNorth, our unbiased investment standards use systematic, proven strategies to help increase expected returns, lower risk and reduce taxes so you can spend more time living your life - and less time worrying about your financial future.

 

TruNorth Capital Management L.L.C. (TruNorth Capital) is a fee-only Registered Investment Adviser (RIA) registered with, and regulated by, the United States Securities and Exchange Commission (SEC). TruNorth Capital is limited to providing advisory services to residents of Michigan, Missouri, Washington, and other states where TruNorth Capital is notice filed or is exempt from notice filing. Most but not all states permit a RIA to have a minimum number of clients before notice filing is required, providing the RIA has no physical presence in the non-resident state.  All clients and potential clients have access to important information about our business methods, fees, professional qualifications and all other pertinent business information. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

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Regarding the interaction TruNorth Capital or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, including IRAs, Keogh plans and Solo 401(k)s (collectively "retirement plans"), TruNorth Capital may provide non-discretionary investment advice to a specific investor, recommending or suggesting the acquisition or disposing of securities or other investment property in a retirement plan and/or recommending a rollover from a retirement plan to another. During the course of this interaction, TruNorth Capital meets their requirements of a "level-fee fiduciary" and adheres to the Impartial Conduct Standards that require TruNorth Capital to a) provide advice that is in the client's best interest, b) receive only reasonable compensation for its advice and; c) not make materially misleading statements. 

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© 2024TruNorth Capital Management, LLC

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