True North is honored to be recognized as a Multi-Year Award Winner of the 2022 InvestmentNews Best Places to Work project. Having been recognized all five years since the awards inception in 2018, we are grateful to have dedicated and loyal team members who value our culture and purpose. “We have a very warm and welcoming culture at True North and that hasn’t changed since I went through the candidate process to becoming an employee. We always seek to find new ways to improve the culture and employee experience to ensure every team member is valued and successful in their role,” said Katie B ..read more

Our Managing Director of Fort Worth, Chris Pate, sat down with The FORT Podcast host, Chris Powers, to discuss capital allocation, best practices in wealth management, how we underwrite private and alternative investments, and how clients can think about their own pre-transaction planning.⁠ ⁠”What I love most about working with entrepreneurs, is that they understand risk. Our client base, which is largely first generation entrepreneurs, understand what we’re investing in and why”, said Pate on helping business owners look ahead when preparing to sell their business. As business owners and ent ..read more

True North is honored to announce that our Co-Founder & CEO, Scott Wood, has been recognized as a multi-year honoree among D CEO’s Dallas 500 in the latest 2022 Edition. Scott, along with Co-Founder & President, Mark Gehlbach, have been partners and friends for over 35 years. “I know Scott’s integrity and character and that was the most important thing” said Mark, on co-founding True North Advisors with Scott. “Our greatest strength is our differences, and that only works when there’s mutual respect for each other” said Scott, on being successful business partners over the last 22 yea ..read more

November 2, 2021 | Awards True North is honored to be recognized for the 7th consecutive year among D Magazine‘s Top Wealth Management Firms in its latest November 2021 issue. With offices in both Dallas and Fort Worth, we have proudly been serving families, business owners, and institutions for over 21 years. We are grateful to our clients for continuing to choose us as their trusted advisor. Selection for this award is based on submissions from wealth management firms in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Associati ..read more

An assortment of NFT’s known as CryptoPunks. A number of these characters, each 24×24 pixels, have traded hands for over $1 million in 2021. https://www.larvalabs.com/cryptopunks The year 2008 earned its dubious distinction as the worst year ever for stocks, as the S&P 500 declined 37 percent. Now known as the Great Financial Crisis of 2007-2008, the precipitous slide of asset prices around the globe was catalyzed by several culprits. Newly invented derivative structures called mortgage-backed securities began to circulate through financial markets in the early 2000s. This bundling of p ..read more

ASSOCIATE WEALTH MANAGER Trenton McCallie joined True North Advisors in May of 2021 as an Associate Wealth Manager. In this role, he supports one of our Senior Wealth Managers with the delivery of wealth advisory services for our clients, and he serves as a point of contact for clients’ financial planning needs. Before working at True North, Trenton previously worked at Quest Capital Management as a Paraplanner in Dallas, Texas, where he handled client meeting preparation, account servicing, and producing and updating financial plans. Prior to Quest, Trenton worked at United Capital where h ..read more

True North Advisors, a $2bn Dallas-based multi-family office, is seeking new real estate managers specializing in multifamily and opportunistic strategies, according to Dhruv Maniktala, vice president of global investment strategy. The firm’s real estate allocations have varied over the past two decades, trending higher after the GFC-induced housing market bubble but falling back in recent years. Indeed, the firm had a 20% allocation to the sector from 2010 to 2015 but brought that down as the market dynamics changed. “Three years ago, when the market became saturated, we brought our alloc ..read more

Posted by Sasha Fedorenko on October 15, 2020 on HFMInvestHedge. Dallas-based multi-family office True North Advisors is bullish on event-driven strategies as it looks to outmanoeuvre crowded trades, according to Dhruv Maniktala, vice-president of global investment strategy. Maniktala told HFM that the $2bn firm plans to top up its event-driven manager roster as it searches for niche opportunities following the recent restructure of its house portfolio. “We like event-driven strategies, but the success of the manager has to be market-independent. We have recently made investments to the str ..read more

By Chris Pate It is an election year in America in the 21st century. Given that Donald Trump is the incumbent, one might have predicted that things would get interesting. What would not have been predicted is that the election has nothing to do with why 2020 has already been one for the history books. Like virtually everything else in the lives of most Americans, politics took a temporary back seat as we grappled with the fallout from the coronavirus that causes COVID-19. When it comes to the virus news, if March was ‘bad’ and April was ‘worse,’ by July there are no accurate descriptors le ..read more

By True North Advisors Dear Clients, Team, Friends, Vendors, and other Stakeholders: This month we are celebrating 20 years in business. You have all seen the stats: most businesses do not make it to 20 years. Not only are we still here, but we are stronger than ever. What started as two co-founders and one employee serving a handful of clients has grown to a firm of 32 people serving over 300 families and institutions. Today True North manages over $2B in AUM, is financially sound, and continues to grow through this unprecedented environment. Our firm has no debt, we did not need a PPP loa ..read more