Your advisor will conduct a comprehensive financial review and develop an investment plan based on your individual objectives, constraints, and special circumstances. Whether you are planning for retirement, saving for college, or just trying to earn a reasonable, after-tax return on your investments, we can help you to achieve your goals. Read more about financial planning.
Our investment process is underpinned by four enduring principles: broad, risk-based diversification, an open architecture approach to investment selection, low costs, and tax efficiency. We will construct and manage an investment portfolio, utilizing asset class models that are tailored to your investment objectives and constraints. Read more about discretionary investment management.
North Capital Inc., an SEC-registered investment advisor, now offers advisory services, as a fiduciary, for investors in private markets. Investors’ need for objective advice related to private investments has never been greater. Individual and institutional investors want help choosing from among the thousands of investment products that are now generally available, and they want that help to be provided by an advisor whose interests are aligned with theirs.
North Capital's investment advisory business has a singular focus: delivering planning and investment solutions to meet your specific needs. Our principals have been helping individuals, families, corporations and institutional investors tackle their complex financial and investment problems for over thirty five years. Our clients have unique goals, problems and constraints that require specialized attention and customized solutions. Our advisors have worked with clients to meet a wide variety of needs, including asset valuation, distressed asset sales, interest rate and foreign currency hedging, initial and ongoing due diligence of private funds, analysis and due diligence of private investments and business acquisitions, restricted stock hedging, hedging of illiquid securities, development of investment policies and procedures, creation of domestic and international investment vehicles, and general investment consulting. We maintain a network of professional relationships that stretches across the globe.
North Capital helps institutional clients develop and implement investment plans that allow trustees to fulfill their fiduciary duty, balancing the competing priorities that face institutional investors. Whether you are launching a new endowment or retirement plan, or maintaining an existing fund, our advisors have the expertise to create an appropriate structure or review your existing structure, develop a comprehensive investment policy, and implement a cost-effective, diversified investment program to meet your objectives. Read more about endowment management.
North Capital Retirement Solutions includes custom designed employer sponsored 401k and 403b plans, utilizing institutional mutual funds from highly regarded managers such as Dimensional Fund Advisors, Vanguard, Blackrock, TCW, PIMCO, and others.
We offer a wide range of plan options, including a brokerage option, 401k participant loans, ROTH options, and deferred compensation plans through our TPA relationships, and we provide additional fee-only advisory services for employees to complement their employer plan.
North Capital provides non-discretionary Family Office Services to several families, allowing for centralized coordination and management of all
elements of their financial lives, including budgeting, bookkeeping, accounting, investments, insurance, tax and legal through a professionally-managed fiduciary relationship to address specific family needs while preserving confidentiality and privacy.
We contribute our extensive experience, competence network, and expertise in designing bespoke solutions with like-minded families and qualified individuals on a global basis. We pride ourselves on our client focus and the strong relationships we have forged with individuals, families, and institutions.
Our advisory executive team are actively involved in all aspects of the multifamily office to ensure that client interests are always placed first, with full transparency to all participants.
North Capital Inc. is a registered investment advisor headquartered in Salt Lake City. We have advisory professionals in Utah, Texas, Georgia, and New York City, and we serve clients throughout the Unites States. As a fiduciary, we develop comprehensive investment solutions for individuals, families, businesses and non-profit institutions. Download the Vanguard educational brochure, Learn How Your Financial Advisor Adds Value, to read about the benefits of working with a fiduciary.
You probably know about the importance of asset allocation, but you may not be aware of the significance of asset location. Simply put, your North Capital advisor will work with you to ensure that investments are located in an appropriate type of account. Using ROTH IRAs and 401(k) accounts, you may be able to generate significant tax alpha by locating high risk / high return assets in tax-exempt accounts. Smart tax planning, asset location, loss harvesting strategies could save you thousands of dollars in costs. Learn more about the benefits of ROTH accounts.