True North Advisors
True North Advisors is a wealth management firm located in Dallas, Texas, specializing in asset management and family wealth planning. The firm caters to high-net-worth individuals, families, and institutional clients, including middle-market corporations, municipalities, and non-profit organizations. True North Advisors offers a range of services, including investment management and business transaction planning, aimed at helping clients effectively manage and grow their financial resources. The firm is dedicated to providing tailored solutions that address the unique needs of each client, ensuring their financial goals are met with a personalized approach.
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Clear Rock Advisors
Acquisition in 2024
Clear Rock Advisors is an investment advisory firm located in Austin, Texas, established in 2015. The firm offers a variety of advisory services, including financial planning, investment management, and wealth management. It specializes in managing separately managed accounts that focus on investments in securities and other financial instruments. The executive management team oversees the firm's assets, ensuring tailored strategies for their clients' financial needs.
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