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Advocates for Your Dreams and Goals.
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Our clients believe most large financial institution's advice is flawed. They no longer serve the customer.

We started True North because we could not live with the contradiction between doing what was right for the client, and the self serving practices incented or imposed on "independent" advisors by almost all larger financial institutions.

Our role is to be the advocate for your dreams and goals.

  • Our advice and investment management is not dependent on commissions or product sales.
  • Our investment system is set up to effectively deal with market volatility, uncertainty and complexity.
  • We take our own advice.
  • We act as your family’s CFO, not a financial salesperson.

Like many peo­ple we meet, you may be con­cer­ned about how to achieve your long-term finan­cial goals and dreams. Many inves­tors are con­cer­ned about how to:

Family on steps

  • Protect the wealth they worked so hard to earn
  • Ensure that their investments will last throughout retirement
  • Transfer their wealth to future generations

If any of these issues concern you, be assured that we have the experience and expertise you need to create a customized financial and investment plan.  Our mission is to help clients preserve wealth and generate retirement income. Since 1988, our firm has helped clients map out their financial journey and move toward their goals with confidence and peace of mind.

Over the past 25+ years, we have developed a transparent, research-based approach designed to capture the dimensions of higher expected return.  Our goal is to add value through advanced portfolio structure and execution.  To accomplish this goal, we use a dynamic investment process that integrates portfolio design with effective management and implementation strategies.

Our ability to provide investment solutions has made True North Capital Alliance a trusted partner and a valuable resource for our clients.  The longevity of our client relationships demonstrates our commitment to client service, the stability of our organization,  and the dependability of our investment philosophy.

We invite you to check out our services and then schedule a complimentary consultation to learn more about how we can help you achieve your financial goals.

Marcus Winbush, CFP®
Chief Executive Officer

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Financial Plan

Financial Planning service designed for clients desiring a modular plan dedicated to the analysis of one issue or topic.

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Our Lifestage Planning™ process is designed for clients who want to develop an overall map for their financial journey.

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True North
Family CFO

Our comprehensive service level designed for those who really want a chief financial officer to help manage all aspects of their financial life.

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Establishes your initial investment portfolio with us & provides annual rebalancing based on your needs, objectives, & risk profile.

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Advisory services are provided through True North Global Research, Inc., d/b/a True North Capital Alliance, a Minnesota Registered Investment Advisor, with notice filing in Texas

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