Investor Access

1)  We keep our total number of clients fewer than 100 at all times.  
- Most people don’t realize that the average financial advisor has nearly 200 clients and, by having fewer, we can provide personal attention and custom service for every client.  

2)  The comfort of a large firm with un-biased advice.  
- As our client, all of your deposits and monetary activity occur in a Raymond James account providing you with all the services and protection of a large financial firm. However, as an independent contractor to Raymond James, our advisors work solely for you, serving as your independent financial advisor providing un-biased advice.  

3)  Distinctive Education and Experience.
- Gary Poling, president of True North Capital Group, has a Masters Degree in Business, a Bachelors Degree in Chemical Engineering, and over 17 years experience as a Financial Advisor.  This distinctive combination results in objective, educated analysis of your needs and the world markets.
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4)    A Team of Experts to Help You.
 - We have a team of specialists with Raymond James Financial Services and other affiliations to help you with everything from investment management to financial planning and comprehensive wealth management. 

PRIMARY SERVICES

Core: 
-  Custom portfolio and investment management – for growth, income, retirement, and
    tax reduction
-  Advice for your 401(k) and other retirement plans
-  Long Term Care and Life Insurance

Financial Planning: 
-  Retirement Needs 
-  Income Needs 
-  Education Needs 
-  Lifestyle protection from healthcare costs

Comprehensive Wealth Management: 
-  Stock Options
-  Concentrated Equity Positions  
-  Gifting 
-  Trust Integration 
-  Charitable Giving Tax Strategies 

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   We Build Portfolios and Financial Plans – One Client at a Time 

WHY RAYMOND JAMES?

Raymond James Financial Services, INC. Member FINRA/SIPC Contact Us