ThirtyNorth Investments, LLC

For two decades ThirtyNorth Investments, LLC has provided high net-worth individuals and their families, retirement plan sponsors, and non-profit endowments and foundations with objective investment guidance. With its hands on the pulse of the capital markets and a nuanced understanding of the needs of diverse individual and institutional investors, ThirtyNorth leverages deep industry expertise to help its clients navigate the extraordinarily complex marketplace of investment opportunities. Founded in 1997, ThirtyNorth is a registered investment advisory firm with offices in New Orleans and Baton Rouge, Louisiana. It is independent, employee-owned, and unaffiliated with any parent company. Being located outside of a major money center translates to more than just physical distance; it provides another layer of perspective and embeds independence into who we are at ThirtyNorth. The Firm does not receive commissions for the recommendation or sale of investment products to its clients, thus its driving motivation is to put clients’ goals first by providing objective investment advice. As a majority-women owned firm, ThirtyNorth is also well versed in the benefits of a diverse management team. The ThirtyNorth team is comprised of professionals with rich and diverse experience across the financial services industry, from wealth management within large institutional banks to boutique investment advisory services. With a staff of investor advisor representatives and port folio managers with CFA, CFP?, and CIMA? credentials and certifications, ThirtyNorth combines the most recent market analytics with deep asset management expertise to guide clients.

网站

https://www.thirtynorth.com

ThirtyNorth Investments, LLC的外部链接

所属行业

投资管理

规模

2-10 人

总部

New Orleans，LA

类型

私人持股

创立

1997