True North Advisors

10/09/2026

Thank you to CFA Institute and CFA Society Dallas/Fort Worth for a well-organized Private Wealth Leadership Forum last week, and to Genevieve Hayman, Wes Crill, and Adrian Helfert for a thoughtful conversation.

Our CIO, Dhruv Maniktala, shared a principle at the heart of how we manage client portfolios: invest for uncertainty.

With U.S. debt near $40 trillion and deficits around $2 trillion a year, there is little margin for error. Change rarely arrives gradually, and inflation can move sharply in either direction with little warning.

That's why we build portfolios designed to hold up across a range of outcomes, so our clients' long-term plans are better positioned whichever path the economy takes.

Learn more about our investment philosophy at https://truenorthadvisors.com/solution/investment-management/?utm_campaign=Client+Experience+Campaign&utm_content=1791557650&utm_medium=True+North+Advisors&utm_source=facebook.

10/06/2026

Last week, our team spent two full days in College Station as a Gold Sponsor of the 2026 Texas A&M Financial Planning Career and Education Conference.

We met so many students with a strong conviction to serve clients and their families well. They asked thoughtful questions about career paths in planning, about the work behind how we help fulfill lives, and about what it takes to build relationships that last for decades.

Their curiosity was a reminder of why we do what we do. It was a privilege to spend time with the next generation of planners and to share a bit of what the work looks like at True North.

Thank you to the Texas A&M Financial Planning Program for hosting such a well-run event, and congratulations to every student recognized this year. To the students we met: thank you for your time and your questions. We look forward to following your careers.

10/01/2026

True North Advisors has been named one of D Magazine's 2026 Top Wealth Managers.

Recognition from our home market always carries a particular weight. Dallas is where True North began in 2000, and for 26 years our work here has centered on one commitment: guiding families, business owners and entrepreneurs toward Fulfilling Lives™ by helping them preserve what matters and build what's next.

Learn more at https://truenorthadvisors.com/?utm_campaign=Client+Experience+Campaign&utm_content=1790876617&utm_medium=True+North+Advisors&utm_source=facebook

09/25/2026

This week, we were back in Lubbock for Texas Tech University's Opportunity Days, and this year carried special meaning. Fall 2026 marked the 40th anniversary of the event, a milestone that reflects four decades of connecting students in the Personal Financial Planning program with the profession they are preparing to lead.

True North was proud to support this year's event as a Gold Sponsor.

Opportunity Days is one of the weeks our team looks forward to most. Over three days, we had the chance to meet some of the most accomplished financial planning students in the country, conduct interviews, and share what it looks like to build a career at True North, including through our internship program.

We are so grateful to the Texas Tech PFP program for the care it put into this event, and to every student who took the time to connect with us. The future of our profession is in good hands.

Congratulations on 40 years.

09/23/2026

Interest rates just moved for the first time in three years, and it has a lot of our clients asking questions.

Our Chief Investment Officer, Dhruv Maniktala, spoke with the Dallas Business Journal about what's behind the recent rise in bond yields and how we're thinking about it at True North. He shared that while higher rates create real challenges for housing and corporate borrowing, they've also made bonds a more attractive part of a portfolio than they've been in years.

Read his full comments here: https://www.bizjournals.com/dallas/news/2026/09/16/dfw-investors-higher-bond-yields.html

Have you had questions about what rising rates mean for your own financial plan?

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