North Capital Inc.
About
North Capital's financial planning and discretionary investment management services offer clients the benefits of comprehensive planning and diversification across a wide array of asset classes and risk factors, access to institutional investment managers, cost-effective implementation, and professional monitoring, reporting, and service.
Planning
North Capital will undertake a comprehensive financial review based upon your individual needs and goals, your personal risk profile, and any special circumstances related to your finances.
We collect information about your income and expenses, your investment portfolio and other assets, and your liabilities. We also ask you to complete a brief questionnaire that helps to establish your risk profile and identify other information that should be considered in our review. Throughout the review process we work with you to hone in on your investment goals and to establish an appropriate time horizon over which to achieve them.
Lifetime Financial Analysis Report
We use the information you provide to develop a Lifetime Financial Analysis Report, which is designed to analyze your financial position as it is expected to evolve over time. Our proprietary approach allows us to consider your assets, liabilities, income, and expenses on both a current and future basis. We evaluate the probability of achieving your objectives under different sets of assumptions, and consider scenarios that could adversely affect your goals.
Financial Review Document
After our analysis is complete, we will produce a document that delineates the results of our review and offers specific, actionable recommendations to help address your needs and meet your goals. The financial review will include our recommendations for your portfolio asset allocation and our advice about the tax efficiency of your investments. You may choose to implement the recommendations on your own, or North Capital can work with you to implement your investment plan.
Our approach: diversify broadly, choose appropriate investment vehicles, control costs and ensure tax efficiency.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
The initial consulation is complimentary. We work with our clients to establish objectives, set expectations and determine timelines.
What education and/or training do you have that relates to your work?
BSFS, Georgetown University, Economics and Finance, Phi Beta Kappa
CFA Charterholder
CPA
Do you have a standard pricing system for your services? If so, please share the details here.
Please visit website.
How did you get started in this business?
I have been involved in global financial markets for 34 years, since graduating at 20 with a degree in international economics and finance. I worked with institutional clients for most of my career on Wall Street, before starting my own firm at the height of the financial crisis.
What types of customers have you worked with?
Individuals, families, small businesses, trust companies, plan sponsors.
Describe a recent event you are fond of.
Every time a military family is reunited with a deployed soldier or sailor during halftime at a sporting event, I am moved.
What advice would you give a customer looking to hire a pro in your area of expertise?
Choose a fee-only investment advisor who is credentialed, has a long-term perspective, and is willing to be a fiduciary. You want your advisor looking after your best interests exclusively.
What questions should customers think through before talking to pros about their needs?
Please read our "10 Questions" to ask when evaluating financial advisors ~ available on our website.