Salt Lake City Office
2150 East 1300 South,
At TruNorth Investment Management we invest your money the way we want our money invested. We work with you to chart a path to identify and meet your financial goals. Our focus is -and has always been- on personal relationships with the businesses and individuals we work with. Our investment philosophy roots go deep with decades of experience navigating up and down markets.
For Individuals, we offer full service financial planning that encompasses retirement, education, personal investments, risk protection insurance, charitable giving, lending analysis, tax efficiency, and Social Security maximization. We like to work in coordination with your CPA and Legal Professional.
For Businesses we can help with cash management and investments, lending analysis, succession planning and implementation, and continuity planning.
When developing your customized financial program, we will walk you through the process to help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
TruNorth has years of experience helping business owners plot a course to meet their goals. We have the knowledge and professional connections to guide you and your business to maximize and implement your retirement strategies and plan for the future success of your business.
Asset Management Only: 1% annual fee of assets under management charged monthly.
Asset Management PLUS Financial Planning: 1.5% annual fee of assets under management billed monthly.
Financial Planning Only: Initial plan is $2,500 to $5,000 depending on complexity. Planning updates are $387 per hour.
Do you know how much risk you are taking for the reward you are getting? Do you know it in dollars and cents? Do you know how much stock intersection you have in your portfolio? How has your portfolio performed compared to the benchmark? How many holdings do you have in each asset class—15-30 or thousands. If not, we can help.
We can give you a one-time financial "check up" on your current portfolio to give you a clear picture on your financial position.
Ready to Get Started?
For more information about how we can help you meet your financial goals call us at (801) 889-1599 or email TheTeam@TruNorthInvest.com