True North Advisors

True North Advisors Wealth-Advisory and Multi-Family Office

True North Advisors is a privately-owned Multi-Family Office serving families, business owners and entrepreneurs with the highest level of service since 2000.

We were proud to support the Aledo Education Foundation's Bearcats & Boots annual fundraiser as a flower sponsor for thi...
05/22/2026

We were proud to support the Aledo Education Foundation's Bearcats & Boots annual fundraiser as a flower sponsor for this year's event.

As long-time residents of the Fort Worth and Aledo area, Senior Wealth Manager and Partner Zak Kuhlman and his wife have a deep and personal connection to this community, and a genuine commitment to seeing it thrive.

"We believe that investing in education is investing in the future of the communities we call home. Sponsoring the flowers for the Aledo Education Foundation's Bearcats & Boots event was a small way for us to show our appreciation for everything the AEF does to support Aledo students and families."
— Zak Kuhlman, Senior Wealth Manager & Partner, True North Advisors | Fort Worth

The Aledo Education Foundation plays a vital role in bridging the gap between available resources and the real needs of AISD students and teachers. Last year's Bearcats & Boots event raised over $150,000 to support those needs across the district, a testament to what this community can accomplish when it comes together.

🔗 Learn more: https://www.aledoef.org/events-copy

05/19/2026

In an industry shaped by consolidation, Frank Swingle chose a different path.

In this episode of Decision Points, Frank Swingle reflects on the discipline, conviction, and long-term thinking behind building Swingle Collins & Associates into one of the leading independent brokerage firms in North Texas.

A thoughtful conversation on ownership, leadership, culture, and why enduring businesses are built through consistent ex*****on and aligned incentives over time.

🎧 Listen to the full episode https://bit.ly/4uPNN2B
📺 Watch the full episode https://www.youtube.com/watch?v=PrJngg9aOa8&feature=youtu.be

Last week, our Chief Operating Officer, Chris Pate, joined real estate industry leaders on stage at Automatic Dallas.Chr...
05/07/2026

Last week, our Chief Operating Officer, Chris Pate, joined real estate industry leaders on stage at Automatic Dallas.

Chris participated on the panel "It's 4 o'clock: Do You Know Where Your Capital Is? The Current State of Private Equity" alongside Katie Grissom of Nuveen and Ray Washburne of Highland Park Village/Gillon Property Group. Conor Lalor of Newmark moderated.

A few themes that surfaced from the discussion:

→ Appetite is strong for quality retail in the right locations

→ The operator-capital relationship is evolving — alignment matters more than ever

→ Many allocators are under weight retail/mixed use and are starting to come back to the asset class

Thank you to the Automatic team for creating a forum where these conversations can occur!

Our own Matt Peden, CFA, Senior Director of Investments, was a featured speaker at the 4th Annual Alternatives in Wealth...
05/01/2026

Our own Matt Peden, CFA, Senior Director of Investments, was a featured speaker at the 4th Annual Alternatives in Wealth Management Forum in Dallas, presented by Institutional Investor in collaboration with CAIA Association.

Matt joined a panel discussion on a question at the top of every allocator's mind right now: "Are Alternative Assets in Liquid Vehicles All They Are Cracked Up to Be?"

With public market valuations at historic highs and more alternative strategies packaged in liquid wrappers than ever before, it's a question worth asking carefully. Structure, manager selection, and truly understanding what you're getting, and giving up, matter enormously.

Matt brings over three decades of investment experience across public and private markets to conversations like these, and we're grateful he's bringing that perspective to the broader wealth management community.

Learn more about Matt and our investment philosophy at https://truenorthadvisors.com/what-we-do/investments/?utm_campaign=Client+Experience+Campaign&utm_content=1777666722&utm_medium=True+North+Advisors&utm_source=facebook

Last week, Jeff Welday, Chief Development Officer of Alternative Investments at True North, returned to Baylor Universit...
04/28/2026

Last week, Jeff Welday, Chief Development Officer of Alternative Investments at True North, returned to Baylor University to speak with students at the Hankamer School of Business.

Engaging with upper-level students in leadership, business ethics, and crisis management, Jeff shared perspectives shaped by decades of experience across financial services and the C-suite—grounded in the realities of decision-making, accountability, and long-term stewardship.

His message centered on leading with purpose, navigating complexity with integrity, and making decisions that endure beyond the moment.

As Jeff reflected:
“The global business community needs Baylor University and the purpose-driven leaders it produces. It’s an honor and a privilege to play a small part in helping shape, develop, and inform these students as they prepare to lead in their chosen career paths.”

At True North, investing in the next generation of leaders is an extension of our purpose, Fulfilling Lives™, and a reflection of the responsibility we carry as stewards of both capital and community.

04/28/2026

Technology alone doesn’t solve problems. Understanding people does.

In this episode of Decision Points, Calvin Carter shares how his career, from the early internet to mobile to AI, has been shaped by a consistent principle: start with human problems, not technical possibilities.

Now, through Matic, he’s applying that approach to healthcare by embedding intelligence directly into workflows to reduce friction and improve outcomes.

A thoughtful conversation on innovation, leadership, and building systems that actually work.

🎧 Listen to the full episode https://decisionpoints.buzzsprout.com/2243568/episodes/19022659-decision-points-e89-calvin-carter-building-the-future-by-removing-friction-ai-healthcare-and-human-centered-innovation
📺 Watch the full episode https://youtu.be/RtZpYnIl0D4https://bit.ly/4cKtY6Z

We're proud to share that Jamil McNeal, CFA, CAIA, Director of Investments – Private Markets at True North Advisors, wil...
04/21/2026

We're proud to share that Jamil McNeal, CFA, CAIA, Director of Investments – Private Markets at True North Advisors, will be speaking next week at the 10th Annual Real Estate South Forum hosted by in Austin.

Jamil will be joining a panel discussion — Navigating Debt Strategies in Real Estate — exploring how investors are approaching real estate debt in today's environment: shifting rates, tighter lending standards, looming loan maturities, and where the opportunities lie.

To learn more about the upcoming conference, visit https://www.marketsgroup.org/forums/real-estate-south-forum

Brian Heider, Deputy CIO at True North Advisors, joined industry leaders this week at the 4th Annual Alternatives in Wea...
04/16/2026

Brian Heider, Deputy CIO at True North Advisors, joined industry leaders this week at the 4th Annual Alternatives in Wealth Management Forum to discuss a timely question:

As interest rates evolve, will allocations to real estate equity continue to dominate or is credit regaining the edge?

With alternative investing moving further into the mainstream and allocators seeking differentiated sources of return, income, and diversification, this conversation couldn’t be more relevant.

Key themes:
• The shifting relative value between real estate equity and private credit
• How declining rates may reshape capital flows across asset classes
• Where investors can find durability in an increasingly complex environment

A thoughtful discussion at the intersection of portfolio construction and market cycles.

To learn more about this event, visit https://www.institutionalinvestor.com/

We're excited to share that our Chief Investment Officer, Dhruv Maniktala, will be joining an elite group of investment ...
04/07/2026

We're excited to share that our Chief Investment Officer, Dhruv Maniktala, will be joining an elite group of investment professionals next week at the 14th Annual State of the Markets Panel Discussion hosted by Texas Wall Street Women ().

📅 Thursday, April 16, 2026
🕒 3:00 – 7:00 PM CST
📍 The Arts District Mansion (The Belo) | Dallas, TX

Dhruv will be joining fellow CIOs and top allocators from across the country for candid dialogue on AI, market trends, economic forecasts, and allocation strategies — topics that are more relevant than ever in today's environment.

This flagship event also supports an incredible cause: the Young Women's Preparatory Network, empowering the next generation of leaders in finance.

To learn more about the event, visit https://txwsw.com/2026-state-of-the-markets-panel-discussion/

04/07/2026

What does it look like to see an opportunity before anyone else does?

William Short did exactly that. While at UMB Bank, he identified an underutilized medical savings program and wrote a white paper outlining the opportunity. Leadership took notice — and UMB Healthcare Services was born.

That kind of disciplined curiosity has defined his entire career. Today William serves as CEO of Ameriflex, one of the largest independently owned benefits administration platforms in the country.

In the latest episode of Decision Points, we sit down with William to explore the decisions, habits, and frameworks that have shaped his path, from early entrepreneurial projects to leading a complex, multi-venture organization.

If you're a founder, operator, or investor thinking about innovation, organizational discipline, and long-term growth, this conversation is for you.

🎧 Listen now: https://decisionpoints.buzzsprout.com/2243568/episodes
📺 Watch now: https://youtu.be/NHDxzflrZxo

Address

3131 Turtle Creek Boulevard
Dallas, TX
75219

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12143607300

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