our approach
When you work with us, it’s all about you.
Your objectives, your goals, and your vision for what comes next.
Your financial goals,
your advisory team
We use a team approach, which means you will have a partner-level financial planner and investment advisor who work together to support your goals. This means that you’ll have a consistent, dedicated team who understand your resources, challenges, opportunities and where you’d like to go next in life.
Invest in a more sustainable and equitable world
Where you choose to invest your money can significantly impact the world. At NorthFork, we strive to ensure that while your investments are geared towards achieving financial returns, they are also directed in a way that makes a meaningful difference. We employ investment strategies that carefully consider environmental, social, and corporate governance (ESG) factors, as we believe this approach offers a more comprehensive understanding of both risks and opportunities.
Moreover, we are committed to using your investments to encourage companies to adopt more equitable and sustainable practices, ultimately helping them become better corporate citizens.
What fiduciary advice means for you
As an investment fiduciary, we are held to the highest standard of financial responsibility and are legally obligated to put your best interest ahead of our own interests in all facets of our work.
And while it sounds obvious, this standard of care is quite unique within the financial industry. This standard of care, known as the fiduciary standard, is in contrast to the suitability standard, which only requires that an investment advisor recommend suitable options for their clients. Advisors working under the suitability standard may also receive commissions or other financial incentives for their work.
At NorthFork, our only source of income comes from the fee we negotiate with our clients. We don’t sell any products (such as annuities and insurance) and we don’t receive any commissions for recommendations we might make.
We’ve been working as trusted fiduciaries on behalf of our clients in Bozeman and across the country for more than a decade. We are committed to this model because it’s the best way to provide clients with objective financial advice.
Sound like the right fit?
When you work with us, it’s all about you. Your objectives, your goals, and your vision for what comes next. We’d love to learn about your goals, and share a bit about how we can support them.