Q1 Market Commentary - On Our Best Behavior.
Sarah Bomhoff, CFA, CIPM
April 16, 2024
Client Appointment
Client Login
Bringing Together Money and Meaning
How may we help you?
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.
Money is a tool - and a powerful one - to help you live your life to its fullest in whatever way that means to you.
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.
Employers
Employers also Bring Together Money and Meaning, to better prepare employees for retirement. We understand the responsibilities of both plan and company fiduciaries and have a systemized program to 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, building financial security for organizations through investment accounts or endowments.
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
