welcome to true north
Clear Rock Advisors
Fulfilling Lives, Together
We are pleased to announce a new chapter in Clear Rock’s journey. We have joined True North Advisors effective September 17, 2024.
At the core of both True North and Clear Rock is a shared commitment to building deep, lasting relationships, preserving family legacies, and empowering future generations. By combining True North’s expertise and valued community of private investors with our own, we are not only expanding our presence in Texas but also enriching and expanding the personalized solutions and services you have come to know and expect.
Connecting With Your Advisor
We understand the importance of trust and continuity in managing your financial portfolio and safeguarding your family’s legacy. With this acquisition, we want to assure you that our dedication to your financial well-being remains unwavering. Your peace of mind and financial prosperity continue to be our top priorities. Rest assured, your trusted advisors from Clear Rock are still here, and they remain fully available to support you every step of the way.
Charles F. Hall, Jr.
Senior Director of Strategic Relationships, Partner
Ty Sanders
Senior Director, Partner
Royce W. Medlin, CFA®, CAIA®
Senior Wealth Manager, Partner
Royce G. Itschner, CPA, CFP®
Senior Wealth Manager
Corey Long, CFP®
Senior Wealth Manager, Partner
Tamra L. Nix
Senior Client Operations Analyst
Aaron Lang, CFA®
Associate Wealth Manager; Portfolio Analyst
Resources
Throughout this transitional period, our dedicated team has invested significant time and effort to guarantee a seamless shift, placing the utmost importance on maintaining uninterrupted access to vital tools and resources. You can confidently log in to your accounts and leverage all pertinent links, experiencing little disruptions in your user experience. We understand the importance of consistency and reliability. Your access remains secure and your resources are readily available.
As we move forward together, we are excited about the opportunities this new partnership brings. It enables us to further enhance our capabilities, expand our resources, and deliver even greater value to you and your family.
Meet True North’s Co-founders
$3.94B+1
Assets Under Management
164
Cumulative Years of Wealth Planning Advisement
Focused Wealth
True North serves as your strategic partner to deliver guidance through objectivity, intelligent counsel and transparency.
$812M+2
in Alternative Public and Private Market Investments
250+
Private and Alternative Investment Opportunities Vetted Annually
Investment Philosophy
Our investment approach is proactive; not reactive. Adding the right public and private investments to portfolios results in higher returns and lower volatility over time.