True North Advisors, LLC

True North Advisors, LLC, established in 2000, is an independent registered investment adviser based in Dallas, Texas. Founded by Scott Wood and Mark Gehlbach, the firm focuses on providing objective and transparent wealth management services, free from product constraints commonly seen in the brokerage world. True North offers comprehensive financial planning and investment management services, tailored to individual client goals and risk tolerance. The firm's investment philosophy leans towards value investing principles and active management, with a bias towards value-oriented strategies. True North utilizes a consultative approach, outsourcing asset management to third-party managers when appropriate. The firm offers discretionary investment management services and operates private pooled investment vehicles for sophisticated investors. True North charges an advisory fee ranging from 0.25% to 1.50% of assets under management, with additional fees for services such as consulting and manager fees. As a fiduciary, True North is committed to acting in clients' best interests, meeting professional standards of care, and providing transparent information about fees and conflicts of interest. The firm does not have any disciplinary information to disclose. Clients of True North include individuals, high net worth individuals, corporate entities, trusts, estates, and charitable organizations. The firm encourages regular client meetings to review portfolio performance and progress towards financial goals. True North does not vote proxies on behalf of clients and does not have custody of client funds in most cases.