True North Advisors

08/27/2026

Meet our Internship Class of 2026.

This summer, three students spent eight weeks with our team here at True North Advisors: Lowell Shoaf, Thomas Marshall, and Lanham Briley. They shadowed our wealth management and wealth planning teams, sat in on client meetings, learned trading and portfolio construction with our investment team, and got a firsthand look at what it truly means to work in this industry and fulfill lives.

In this video, they talk about what drew them to True North, what surprised them along the way, and what they're taking with them into their next school year. We are forever grateful for their contributions this year.

Interested in joining our internship program? Learn more at https://www.truenorthadvisors.com?utm_campaign=Client+Experience+Campaign&utm_content=1787837406&utm_medium=True+North+Advisors&utm_source=facebook.

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08/24/2026

True North Advisors has been named to 's "50 Growers Across America" report, one of three firms recognized in Texas.

Our sincere thanks to the clients and colleagues behind the work it reflects.

Full report linked at https://citywire.com/ria/special-reports/50-growers-july-2026/a2493500

Disclosure: Rankings are not indicative of future results. True North Advisors did not pay to be considered for this list. The list is compiled independently by Citywire's editorial team; firms cannot apply or pay for inclusion.

08/10/2026

AI, private credit, and energy each had a defining Q2.

Deputy CIO, Brian Heider, and Director of Investments, Private Markets Jamil McNeal, sat down with our Senior Investment Strategist, Aaron Lang, to unpack what played out in each, from the widening valuation gap between AI and non-AI startups, to why we stayed selective in private credit, to a decade-old energy thesis that got tested by rising capex.

Watch the full conversation: https://youtu.be/uiLWV3aTDYA

Three themes dominated conversations across our investment team thi...

08/06/2026

Our CIO, Dhruv Maniktala, CFA, will join a fireside chat next week at UT Dallas, in conversation with board members, C-suite leaders, and investment professionals from across DFW.

It's the kind of conversation that goes beyond markets and into how boards and investors build trust with each other over time, something we think about constantly in how we serve our own clients.

Proud to see our team's expertise recognized and sought after in rooms like this one.

To register and attend, visit https://ezpay.utdallas.edu/C20239_ustores/web/product_detail.jsp?PRODUCTID=1984

Fulfilling Lives.™

08/05/2026

We're honored to share that True North Advisors has been named to Financial Advisor Magazine's 2026 America's Top RIAs list.

Thank you to the clients, colleagues, and partners who make this work meaningful. We're grateful to keep doing it alongside you.

See the full rankings at https://truenorthadvisors.com/news/true-north-advisors-named-to-financial-advisor-magazines-2026-americas-top-rias/?utm_campaign=True+North+News+and+Awards+Campaign&utm_content=1785949137&utm_medium=True+North+Advisors&utm_source=facebook

07/30/2026

Today is National Intern Day, and we want to say thank you to the three interns who spent their summer with us: Lowell Shoaf, Thomas Marshall, and Lanham Briley.

Lowell, Thomas, and Lanham: thank you for choosing True North for your internship and for everything you brought to our team this summer.

We are so grateful for all your contributions!

07/02/2026

As our nation's 250th anniversary approaches, we find ourselves reflecting on what it means for an idea to endure.

Not just survive — endure. To remain true to its original purpose through every challenge, every disruption, every moment that might have justified a different path.

True North Advisors was founded 26 years ago on a purpose that felt just as clear then as it does today: to help families live more fulfilling lives through intentional, purposeful wealth management. Not just to grow portfolios — but to ensure that wealth serves the life our clients are actually building.

That idea has never changed.

The families we work with aren't simply looking for returns. They're looking for clarity. For a trusted partner who understands that financial decisions are rarely just financial — they're about legacy, freedom, family, and what comes next.

We show up for that every day with the same conviction our Co-founders brought to this firm in 2000.

America at 250 is a reminder that the most enduring things aren't built on shortcuts. They're built on values, held consistently, through every season.
We think that's true of a nation. We know it's true of a life well-lived.

Happy 250th.

06/24/2026

Real assets deserve a closer look.

Last week, True North's Matt Peden, CFA® moderated a panel at the DFW Institutional Investment Forum on Niche Natural Resources Investing — exploring how commodities and agriculture can broaden portfolio diversification, hedge against inflation, and hold their own in an increasingly complex geopolitical landscape.

Proud of the thoughtful conversation Matt led alongside panelists from Manulife and Gresham.

06/15/2026

Purpose is the foundation of how we serve. It defines how we show up.

We view our role as stewards, entrusted with helping families navigate complexity, protect what they’ve built, and make confident decisions across life’s most important moments.

Every enhancement we make, every capability we deepen, and every conversation we have is guided by a single purpose: to serve with intention, humility, and long-term perspective in support of fulfilling lives.

Fulfilling Lives™ is our purpose in action.

Learn more about our purpose and vision at https://youtu.be/h76j_6hK_b8?si=JA1pusJ0qI5NHQhc

06/12/2026

When SpaceX was still years away from any public market debut, we were already there.

In 2019, True North gained exposure to SpaceX through two of our private markets strategies — Global Private Strategies (GPS) and our Private Opportunities fund series. That access came through a specialized private markets manager we identified well before SpaceX became a household name in the investment world.

Today, as SpaceX moves toward one of the most anticipated IPOs in history at a valuation approaching $1.7 trillion, our clients have already participated in a meaningful part of that journey.

This is exactly why we believe in private markets. In our experience, the most innovative companies of our time often create the majority of their value long before a public listing. By partnering with niche managers and pursuing differentiated, hard-to-reach opportunities, we seek to position client portfolios for stronger long-term compounding — including growth that public markets alone may not fully capture.

Our CIO, Dhruv Maniktala, joined Bloomberg TV to share his perspective on the publicly traded shares and what comes next for SpaceX. We encourage you to take a few minutes to watch.

Watch here: https://www.bloomberg.com/news/videos/2026-06-12/the-bull-and-bear-case-for-spacex-video