Portfolio Management

Our open architecture platform means better options for clients.

Financial Planning

Do you have a financial plan to help you achieve your long-term goals?


Clients have unique problems that require customized solutions.


North Capital is a Registered Investment Advisor with offices in Salt Lake City (UT), Benicia (CA), McAllen (TX), and Philadelphia (PA). As a fiduciary, we develop comprehensive investment plans and manage portfolios for individuals, families, businesses and non-profit institutions throughout the United States. Download the Vanguard educational brochure, “Learn How Your Financial Advisor Adds Value,” to read about the benefits of working with a fiduciary.

The Institutional Way

Morningstar Advisor profiles North Capital’s institutional approach to investment management. “The Institutional Way”

10 Questions to Ask

Read the Morningstar article co-authored by Jim Dowd: “10 Questions to Ask Before Choosing A Financial Advisor.”