Since 1997, ThirtyNorth Investments has been dedicated to providing high net worth individuals and their families with objective investment advice. We manage our client investments in the same manner that we manage our own, and help our clients navigate the extraordinarily complex marketplace of investment opportunities.
Our process begins with getting to know each client and assisting in their choice of the right investment allocation. Because every client is unique, we work to understand the client’s financial condition, investment goals and objectives, cash needs, risk tolerance and other relevant information to help choose the right investment allocation.
Our team’s independence provides broad latitude in objectively selecting the underlying investments through a strategic investment process that includes,
- Assembling what we believe to be an optimum group of investments for each of our clients
- Reviewing the appropriate amount of risk in each portfolio
- Evaluating our portfolios based on after-tax, net of all fees returns
- Taking measures to minimize the effects of both taxes and investment costs
- Reviewing performance of our client investments regularly and rebalancing as appropriate
“No matter why you invest, we at ThirtyNorth believe that your investment decisions are an expression of your beliefs and values – it’s a part of the legacy you leave behind.”
ThirtyNorth Investments continuously monitors trends to find windows of opportunity for portfolio readjustment, although we trade infrequently and only when we believe it is in the best long term interests of our clients.
Dedicated to exceptional client service, our team works collaboratively, providing multiple points of contact for our clients to ensure regular communication regarding market activities and the impact on their portfolios. We are invested in our clients’ financial future and encourage periodic meetings as desired and/or as needed to help clients achieve their financial goals.
