Trunorth Capital Management
Year Founded
2012
AUM
$294M
Headquarters
Kalamazoo, MI
TruNorth Capital Management, LLC is a U.S. registered investment advisory firm headquartered in Kalamazoo, Michigan that provides fee-only financial planning and investment advisory services to individuals, families, and institutions. The firm emphasizes goals-based planning, diversified portfolio management, and low-cost, academically validated investment strategies designed to help clients pursue long-term financial objectives while minimizing investment costs.
Founded by experienced investment professionals with decades of combined experience in asset management and fiduciary advice, TruNorth Capital operates as a fiduciary-standard Registered Investment Adviser (RIA) registered with the U.S. Securities and Exchange Commission (SEC). Its investment philosophy centers on systematic, global diversification using evidence-based strategies, avoiding market timing and high-fee active management approaches.
The firm offers personalized wealth management, retirement planning, risk profiling, and portfolio design services rather than direct real estate or alternative asset investment sponsorship. TruNorth’s web presence focuses on advisory philosophy, client education, and service offerings; comprehensive performance data for advisory outcomes is not publicly available on its website.
Markets
Michigan
Asset Classes
Development
Accepted Investors
Accredited
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