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TruNorth Capital Implements Award-Winning Risk Engineering Technology

For Immediate Release

Date: July 28, 2015

Contact: Brian J. Mullally

TruNorth Capital Management, LLC

269-823-4939

brian@trunorthcapital.com

TruNorthCapital.com

Kalamazoo, MI – TruNorth Capital announced it has implemented Riskalyze, the award-winning risk engineering technology that mathematically pinpoints a client’s Risk Number™ and aligns the client’s portfolio to match.

Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.

“This technology will pinpoint a Risk Number for each of our clients; think of it as your sleep number for investing. Once we have the client’s risk number, we then build their portfolios based on the science of capital markets, along the dimensions of expected returns consistent with the client’s risk tolerance” says Brian Mullally, TruNorth Capital’s CEO and Co-Founder.

Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine and Best Client-Facing Technology by Morningstar Advisor.

Using patented Risk Fingerprint technology, clients and prospects start with a mathematically based risk assessment survey based on their actual investment amounts.

The result is a risk score between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.

“TruNorth Capital has ushered in a new era of predictability and reliability for their clients by investing in the only way to quantitatively pinpoint a client’s Risk Number and align their portfolio to fit,” says Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like TruNorth Capital, who are committed to investing in the success of their clients.”

About TruNorth Capital

TruNorth Capital is an independent Investment Advisor registered in the State of Michigan. They work with investors from around the country that care about their money, are uncomfortable with traditional, high-fee advisors and want to increase the probability of their success. TruNorth Capital’s investment philosophy is based on academically validated portfolio science to drive intelligent investment strategies while keeping costs low – all designed to improve their clients’ financial security.

About Riskalyze

Riskalyze is the company that invented the Risk Number™ and was named as one of the world’s 10 most innovative companies in finance by Fast Company Magazine. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance.

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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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