TRUST AND PERSONAL ATTENTION
North Forty Two is a fee-only investment advisory boutique that has served as a trusted fiduciary to a select number of high-net-worth households for twenty-five years. We construct tailored investment solutions and provide practical financial planning guidance and business coaching to no more than one hundred clients. When you meet with us, it’s like sitting down with a trusted friend. Personal attention and full transparency are what make the firm unique.
BUILDING A COMMUNITY
Beyond acting as stewards of investment portfolios, we at North Forty Two aspire to foster an environment of collaboration and knowledge transfer among thought leaders, both clients and non-clients, to enhance our personal understanding of myriad topics and to unearth potential ways to work with one another for the greater good of our families and our communities. Our mission, in that respect, is to make us all better.
CHANGING THE CULTURE
We intend to change the culture of what it means to be a client of an investment adviser or financial planner. We want to move away from the hushed tones of client relationships and build a new community of shared thought and shared opportunity. We want to learn from our clients and have our clients collaborate with us and with one another.