North Capital is a fee-only investment advisory firm, founded in 2008 to provide financial planning, advisory services, and discretionary investment management to individuals, families and institutional investors. North Capital is registered with the Securities and Exchange Commission as a Registered Investment Advisor, and with the National Futures Association as a Commodities Trading Advisor. The principals of North Capital have been helping individuals, families, corporations and institutional investors tackle their complex financial and investment problems for over twenty five years. North Capital's investment process is grounded in enduring principles: broad diversification, a systematic, open architecture approach to investment selection, low costs, and tax efficiency.
North Capital operates as a fiduciary. All principals must maintain current membership with the CFA Institute. Employees are required to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.
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