North Capital Inc. is a fee-only investment advisory firm, founded in 2008 to provide financial planning, investment management and advisory services to individuals, families and institutional investors. North Capital is registered with the Securities and Exchange Commission as a Registered Investment Advisor, and with the National Futures Association as a Commodities Trading Advisor.
The principals of North Capital have been helping individuals, families, corporations and institutional investors tackle their complex financial and investment problems for over twenty years. North Capital's investment process is grounded in enduring principles: broad diversification, a systematic, "open architecture" approach to investment selection, low costs, and tax efficiency.
North Capital operates as a fiduciary. It has adopted the CFA Institute Asset Manager Code of Professional Conduct, and all principals must maintain current membership with the CFA Institute. Employees are required to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.
If you would like to speak with an advisor, contact North Capital at (888) 625 7768 or in San Francisco at (415) 315 9916. Or send us your contact information and we would be happy to schedule a call with you.
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