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investment consultation & distribution services

Grow your wealth with confidence.

True North Insurance Agency provides specialized investment consulting and distribution support services to independent portfolio managers and financial advisory firms.

Through our consulting division, we deliver strategic relationship development, business development, and distribution consulting designed to help investment managers expand their reach within the financial advisor community.

93%

Customer Satisfaction

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600+

Familes & Businesses

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Investment consultation & distribution services

What our services include?

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Strategic Business Development

1) Developing and executing advisor outreach strategies.
2) Identifying and cultivating relationships with independent advisors.
3) Assisting with territory growth and expansion initiatives.
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Advisor Education & Portfolio Positioning

1) Communicating investment philosophy, process, and portfolio construction methodology.
2) Providing educational support to financial advisors regarding portfolio strategy and positioning.
3) Assisting advisors in understanding how investment strategies may align with client objectives.

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Distribution & Relationship Manangement

1) Ongoing advisor relationship support.
2) Coordination of meetings, presentation, and follow up communications.
3) Facilitating communication between portfolio managers and financial advisors.

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Practice Growth Support

1) Help advisors integrate portfolio strategies into their practices.
2) Providing materials and messaging support to assist advisors in client conversations.
3) Supporting long-term strategic partnership.

True North Insurance Agency operates in a consulting and distribution capacity and does not provide individualized investment advise to retail clients through this service offering. All investment management services are provided by the respective portfolio management firm.