FINANCIAL ADVISOR

Posted 03/23/2022

About ThirtyNorth Investments

<p><b>COMPANY OVERVIEW:</b></p><p>ThirtyNorth Investments, LLC is dedicated to working with each and every client to Bring Together Money and Meaning. ThirtyNorth provides individuals and their families, retirement plan sponsors, and non-profit organizations with objective investment guidance while considering their overall financial goals.</p><p>ThirtyNorth is a registered investment advisory firm headquartered in New Orleans, Louisiana. We are employee-owned and unaffiliated with any parent company. With a focus on personalized strategies and independent thinking, we are dedicated to building trust through collaboration and a comprehensive approach.</p><p><br></p><p><b>WORKING AT THIRTYNORTH:</b></p><p>We are committed to empowering our clients to leverage their assets for a better future. Whether our clients’ goals involve increasing retirement readiness, focusing on sustainable investing, or building wealth for the future, we are prepared to work towards those goals. Throughout our work we adhere to these core values:</p><ul><li>Always put clients first</li><li>Continually drive for excellence</li><li>Act with absolute integrity</li><li>Dedicate to teamwork</li><li>Commit to have an impact on the world</li></ul><p>ThirtyNorth encourages and highly values diverse perspectives. Our team members come from a variety of backgrounds and professional experience, from wealth management in large banks to asset management shops. Our differing experiences empower us to share insights and learnings across clients to make our collective work stronger. We seek to hire those who enhance our culture with a desire for collaboration, drive for building loyal client relationships, and commitment to community. In return, we work with our team to ensure personal and professional development, thereby fostering a fulfilling and interesting career rich with opportunities to learn and grow.</p><p>Some of the ways our culture comes to life include the participation of all team members in developing the business strategies of the firm, the open discussions of progress and opportunities within our quarterly meetings, our “round the table” weekly discussions to assess how we can be helpful to our clients and each other, and our points of quality and communications oversight. Our clients always have several points of contact at the firm and more than one advisor familiar with their situation. We truly function as a team rather than a collection of individual advisors.</p>

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