TruNorth Capital Management, LLC Email Format

Investment ManagementMichigan, United States2-10 Employees

TruNorth Capital Management, LLC is a small investment management firm based in Kalamazoo, Michigan. It operates as a fee-only registered investment advisor, offering investment management with a goals-based focus and financial planning. Its investment philosophy rests on academically validated portfolio science to guide strategies aimed at improving financial security. To pursue these objectives, the firm emphasizes global diversification with targeted weighting across asset classes. Portfolios are built from high-quality, low-cost exchange-traded and mutual funds provided by leading providers. Its client base comprises individuals seeking a disciplined, evidence-based approach to investment management and financial planning.

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