A value driven approach to investing

Are we going to be OK?

In these challenging times, it would not surprise you to learn this question is one we commonly hear.

In light of this, we have structured our business to help our clients obtain a perspective of where they are and construct a sound plan that strives to achieve the answer “yes."

52 North Wealth Group aspires for our clients to refer to us as their trusted advisors. While there are many do-it-yourself avenues for pursuing financial independence, we believe a trusted advisor can make a critical difference in achieving one’s goals. 

Investment philosophy

We utilize a value-driven approach to investing which is rooted in our belief that wealth is best created over time. Our client portfolios are invested exclusively on an individualized basis and tailored to each client’s specific investment goals. We analyze each investor’s current situation, risk tolerance, and future needs to develop a strategy to meet their goals.

Our investment practices are influenced by what we have learned over forty years managing individual client portfolios:

  • Investing money is hard. Saving money is harder. Treat capital preciously.
  • You can learn a lot from a bear market. Even more from six.
  • Successful investors accumulate patiently and think long term.
  • A misplaced sense of risk and controversy usually accompany the best investment ideas.
  • Truly great company managements are rare.
  • There is no substitute for a  fortress balance sheet.
  • Minimizing fees is additive to compound returns.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Latest Insights

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Tariff deluge: RBC’s initial take

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

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Disclosures

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Marcia M. Hull is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI.

Chris Klavins is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 0H32659.

Sam Manafi is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 4345197.

Read additional advisor disclosures.