Building Portfolios Based on the Science of Capital Markets

TruNorth's process is a rooted in a systematic, quantitative model inspired by the award-winning research of Eugene Fama, Kenneth French and other leading academic thought-leaders. Decades of research guide the way.  We blend world class, academically proven research to create low-cost, diversified strategies focused on our clients' success. 

Investing 1.0
 
Conventional
Management
Investing 2.0
 
Index & Target
Date Funds
  • Attempts to identify mispricing in securities on a consistent basis.

  • Prediction-based approach that relies on forecasting techniques to pick securities and/or time markets.

  • Often generates higher expenses, trading costs, and excess risk.

  • Allows commercial benchmarks to define strategy.

  • Tethered to a benchmark, reducing flexibility.

  • Cookie-cutter approach.

 

Investing 3.0
The Science of 
Capital Markets
  • Believe  that securities are fairly priced and diversification is essential.

  • Gain insights about markets and returns from academic research.

  • Structure portfolios in asset classes with the potential for optimal returns based on evidence-based outcomes.

 

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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. 

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