Wealth Management Reinvented

Low Cost | Transparent | Goals-Based Planning

Who Does TruNorth Work With?

We work with people that are uncomfortable with traditional, high-fee advisors and want to increase the probability of their success. We dedicate resources to things that benefit our clients.  We rely on client referrals and social media to promote our services. We don’t spend money on overpriced sponsorship's, entertainment expenses, or third-party marketing. We are not here to entertain you. Rather, our low overhead and cost consciousness allows us to offer the services clients want, with the expertise and results that clients need, at a fraction of the cost other wealth management firms charge.

Need a Retirement Checkup?

Use this tool to check your retirement readiness.

Set Your Risk Tolerance

The first step is to answer a few questions that cover topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact risk tolerance to guide our decision-making process.

Goals-Based Planning

Our investment philosophy is based on academically validated portfolio science to drive intelligent investment and "goals-based" financial planning strategies - all designed to improve your financial security.  

Low Fee Advisory Services

We use maximum global diversification with targeted weighting to asset classes that offer the optimal blend of investments to increase returns and lower risk. We use high quality, low-cost, exchange-traded and mutual funds from top providers to deliver performance.

Maximize Your Earnings

Not Your Fees

We focus on delivering to you more of what the markets already provide in growth and returns at a lower cost.  

Save more from every dollar you invest with advisory fees as low as 0.25%.

Assets Under Management:

$1 to $1 Million

Over $1 Million

*Annual Fee:

0.33%

0.25%

*No Minimum Fees!

We Eat Our Own Cooking

At TruNorth Capital, we are invested with you.  We invest our clients' assets the way we invest our own. There's no better way for us to align our interests and sit on the same side of the desk as our clients.

Follow:

Visit:

1321 S. Westnedge Avenue

Kalamazoo, MI 49008

Connect:

Call: 877.469.0446

Email: support@trunorthcapital.com

Fax: 888.801.2342

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TruNorth Capital Management, LLC (TruNorth) is an investment advisor registered in, and regulated by, the States of Michigan and Illinois. All clients and potential clients have access to important information about our business methods, fees, professional qualifications and all other pertinent business information. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

Regarding the interaction TruNorth or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, including IRAs, Keogh plans and Solo 401(k)s (collectively "retirement plans"), TruNorth may provide non-discretionary investment advice to a specific investor, recommending or suggesting the acquisition or disposing of securities or other investment property in a retirement plan and/or recommending a rollover from a retirement plan to another. During the course of this interaction, TruNorth meets their requirements of a "level-fee fiduciary" and adheres to the Impartial Conduct Standards that require TruNorth to a) provide advice that is in the client's best interest, b) receive only reasonable compensation for its advice and; c) not make materially misleading statements. 

© 2017 TruNorth Capital Management, LLC