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Institutional-grade advice for every client

North Capital Inc., our Registered Investment Advisor founded in 2008 by Jim Dowd, was built to bring the institutional-grade investment advice typically reserved for large endowments to retail clients.

Investment Planning

Comprehensive financial planning tailored to individual goals, risk tolerance, and time horizon — retirement planning, wealth preservation, and estate considerations.

North Capital Treasury Money Market Fund

The North Capital Treasury Money Market Fund (Ticker: NCGXX) provides a stable value option for capital preservation with competitive yields.

NCGXXMoney Market

Alternative Investment Allocation

Portfolio construction incorporating private securities, private equity, real assets, and other alternative investments alongside traditional allocations.

Commodities Trading Advisory

North Capital Inc. is also a registered Commodities Trading Advisor — offering commodity-linked strategies and derivatives guidance for sophisticated clients.

North Capital Inc. is headquartered in Salt Lake City, UT, with a branch office in Sea Island, GA. North Capital Inc. is a Registered Investment Advisor and Commodities Trading Advisor. All investments involve risk, including the risk of loss of principal.