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Salt Lake City Office

2150 East 1300 South,

Suite 500
Salt Lake City, UT 84106

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In Case You Missed It

TruNorth Investment Management is now using Charles Schwab as our Custodian.  Logging in to the Schwab portal gives you access to your financial statements and tax documents.

Silver Oak Securities is our new Broker-Dealer.  They provide support, regulatory oversight, and compliance.  You will see their name in addition to TruNorth on your statements, disclosures, and other communications.

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