WEALTH MANAGEMENT
Since 1997, ThirtyNorth Investments has been dedicated to providing high net worth individuals and their families with objective investment advice.
Talk to Chartered Financial Analyst (CFA)
The CFA charter is one of the highest distinctions in the investment management profession.
What can I expect?
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.
Our process begins with getting to know each client and assisting in their choice of the right investment allocation.
We help our clients navigate the extraordinarily complex marketplace of investment opportunities.
We work to understand the client’s financial condition, investment goals, risk tolerance and other relevant information to choose the right investment allocation.
Your investment decisions are an expression of your beliefs and values – it’s a part of the legacy you leave behind.
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