Magnetic North Financial LLC takes a specialized approach to investment management. We offer two distinct investment strategies designed for qualified clients seeking clarity, diversity, and a focus on achieving their financial life goals.

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Our current services include:

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 Financial planning using Envestnet's MoneyGuidePro

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Curiosus, our flagship global growth strategy

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Low Volatility Hedged Process, a safe, low-risk option for retirees

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In addition to our investment strategies, we collaborate with global Insurance brokers such as TruChoice, Amerilife, and Simplicity to provide insurance and annuity solutions.​

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All our investment approaches adhere to the Accredited Investment Fiduciary (AIF) standards.​

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On boarding process:

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Magnetic North Financial employs a straightforward, easy-to-follow onboarding process for new clients:

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Initial introductions are followed by our firm's ADV-2B, which outlines Regulatory
disclosures, including background and supervisory information.

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The initial meetings focus on creating a comprehensive financial plan or having a concise risk management discussion.

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For qualified clients, we introduce the Curiousus process or identify the most suitable solution.

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Retired clients who are risk-averse, we discuss the Low Volatility approach.

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We collaborate with clients to determine the best investment strategy, especially for those
needing a blended or customized approach.

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Once prospective clients decide to move forward, they will gain immediate access to one of three custodians utilized by Magnetic North Financial: Raymond James, Charles Schwab, or Fidelity.

 

This includes access to Black Diamonds MoneyGuide Pro, our cutting-edge client performance and document consolidation software, and Envestnet's financial planning reports and monitoring systems. Finally, we schedule an annual review meeting to assess progress and discuss the account, regardless of any scheduling conflicts that may arise.