Bringing Together Money and Meaning

Individuals and families

For each individual, investing may have a different meaning – to build a family legacy, for retirement security, for charitable giving, or to make a difference in the world. No matter why you invest, we focus on developing your personalized strategy.

We know meeting financial goals ultimately means more than money – it is inextricably linked with your goals for your life, your family and your legacy.

Click here for Client Relationship Summary Disclosure.
Employers

Employers and institutions also Bring Together Money and Meaning, whether it is to better prepare employees for retirement or to build financial security for the organization through an investment account or endowment.  We understand the responsibilities of both plan and company fiduciaries and assist with fulfilling those duties.

non-profits and Institutions

ThirtyNorth has a strong commitment to serve the greater good of our communities. In fact, it holds such an important place in our culture that it is incorporated as one of our firm Values. Our work with Not-for-Profits dovetails nicely with our mission of Bringing Together Money and Meaning.

Our Commitments as Fiduciaries

Clients First, Always

We embrace our responsibilities, ethically and legally, to always place our client needs first.

Fee Only Services

We charge fees which are clear and known to our clients, and never collect commissions.

Transparency

From our investment selections to trade practices and fees, our clients have a window into everything we do.

Independence

We are a completely independent entity and unbeholden to any brokers, bankers or custodians.

Performance Reporting

Our clients have daily access into the performance of their accounts.

Third Party Custodians

We use third party custodians to execute transactions, provide valuation of holdings, hold client assets, and report directly to clients regarding the activities in their accounts.

latest insights

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