What is your True North?

True North. It boldly reflects pride in our Minnesota home, but it’s much more than that. Wherever you are in your financial life, you have a True North—the culmination of the financial goals you’re moving toward. It’s driven by your values and aspirations. Your True North is unique to you; no one else has the same path.

Our passion is helping our clients reach their True North, which for most people involves preparing for—and making—a retirement transition. Some people call it reaching financial independence, or the point when you can work because you want to, not because you have to. It’s a time when your money needs to work differently for you. During your saving years, market volatility can be your friend. That all changes when it’s time to draw income from your investments. We firmly believe the strategies that get you to retirement aren’t the strategies that will get you through retirement, and we’ve developed our planning process to help you through this transition.

We’re financial planners and investment managers. Guided by our time-tested contrarian investment process, we continually research and uncover undervalued—and often little known—investment ideas. Over time, our clients have seen how value investing can result in solid returns. For clients who seek income from their investments, we invest in dividend paying stocks, fixed income, and other creative solutions. And we benefit from the assistance of our industry-leading equity and fixed income strategists in our Minneapolis and New York City corporate offices, with whom we collaborate frequently.

The True North Investment Group of RBC Wealth Management is your compass. We’ll keep you on track to meet your financial goals. Call us today to get started on the path toward your True North.

 


Mike Enright named one of Forbes/SHOOK Best-In-State Wealth Advisors

At True North Investment Group, we are very proud that Financial Advisor Mike Enright was named a Forbes/SHOOK Best-In-State Wealth Advisor in 2020 and 2021. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Mike!

GreenTech: Keeping it clean

Once, the green technologies theme was a niche that was “nice to have.” Now, we’re seeing a transformative shift to a clean energy world, and with it the next normal. We explore four key drivers underpinning the GreenTech growth prospects. Read the full economic outlook in the latest edition of Global Insight.

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.

Meet the Team

Learn about the True North Investment Group

 

Latest Insights

Will the inflation surge impact equity markets?

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

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