TrekNorth Investment Management

What TrekNorth Investment Management does

TrekNorth Investment Management is a privately held, fee-based registered investment advisory firm headquartered in Centennial, Colorado, founded and led by Jarrod Biebel, AIF. The firm provides portfolio management, financial planning, retirement and longevity planning, estate and charitable planning, corporate retirement plan consulting, alternative investments, and business succession services. It serves ultra-high-net-worth individuals and families, business owners and entrepreneurs, doctors and practice owners (with emphasis on optometry), healthcare industry professionals, women, and non-profit organizations. The firm operates a four-step advisory process (Understanding, Designing, Implementing, Managing/Monitoring) and emphasizes multigenerational wealth stewardship.

The firm's technology and operations are delivered through a partnership with RFG Advisory, whose Bluemonte platform manages over $3 billion in AUM and provides portfolio stress testing and risk assessment tools. Securities are offered through Registered Representatives of Private Client Services (PCS), a FINRA member broker-dealer, while advisory services are delivered through Investment Advisory Representatives of RFG Advisory. The firm holds custodial relationships with Charles Schwab, Pershing (a BNY Mellon company), and Fidelity Investments. TrekNorth has developed a registered sub-brand, StrongHer Money®, providing specialized resources for women navigating life transitions.

TrekNorth operates on a subscription-recurring fee-based advisory model, with pricing not publicly disclosed. Its go-to-market is sales-led and relationship-driven, leveraging direct consultations, an educational content/resource center, and segment-specific positioning to attract clients. The team consists of four core members: Jarrod Biebel (President/Managing Director), Liz Allam (VP Wealth Management Strategy), Ian MacClure (VP Financial Planning, also founder of Copper Pass Advisory), and Angelica Walter (Senior Relationship Manager). The firm is founder-owned, with no institutional investment or private equity ownership disclosed.

Name

TrekNorth Investment Management

Legal name

TrekNorth Investment Management

Website

https://treknorthco.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

TrekNorth Investment Management is a Centennial, Colorado-based registered investment advisory firm serving ultra-high-net-worth individuals, families, business owners, doctors, healthcare professionals, women, and non-profits with fee-based portfolio management and multigenerational financial planning on the RFG Advisory platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement planning services
• Investment management advisory
• Estate planning services

Headquarters

HQ city

Centennial

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Services: Fee-based investment advisory services where securities are offered through Registered Representatives of Private Client Services (PCS), a FINRA member firm. Advisory services are offered through Investment Advisory Representatives of RFG Advisory, a registered investment advisor.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

TrekNorth Investment Management is an independent wealth management and financial advisory firm delivering portfolio management, financial planning, retirement planning, longevity planning, fixed income, estate and charitable planning, corporate retirement plan consulting, alternative investments, and business succession services. The firm operates through a customized four-step approach (Understanding, Designing, Implementing, Managing/Monitoring) and leverages RFG Advisory's Bluemonte institutional-caliber platform for portfolio construction, stress testing, and risk assessment.

Product overview

TrekNorth Investment Management offers a comprehensive suite of wealth management services built on the RFG Advisory platform. The core offering consists of Portfolio Management, Financial Planning, Retirement Planning, Longevity Planning, Fixed Income Services, Estate Planning with Charitable Giving and Trust Services, Corporate Retirement Plan Consulting, Alternative Investments, and Business Continuity and Succession Planning. The firm also offers a specialized women's financial planning program called StrongHer Money®, providing a Women's Planning Playbook to help women navigate major life transitions. The firm leverages RFG Advisory's Bluemonte investment platform for institutional-caliber portfolio management. All services are delivered through a customized four-step approach: Understanding, Designing, Implementing, and Managing/Monitoring.

Differentiator

Problem solved

Functional benefit

Brands

• StrongHer Money®: A women's planning playbook program designed to help women approach major life transitions (career changes, divorce, inheritance, loss of a loved one) with clarity, confidence, and purpose through specialized resources and personalized strategies.

Products and services

• Portfolio Management Constructs, manages, and reviews broadly diversified, customized portfolios utilizing RFG's innovative portfolio stress testing and risk assessment tools for individuals, families, and institutions.
• Financial Planning Comprehensive financial planning services for building wealth over time, generating income in retirement, or preserving wealth for future generations.
• Retirement Planning Wealth stewardship services to prepare clients for their desired retirement future at any stage of life pursuing independence and freedom.
• Longevity Planning Planning services for extended retirements (30+ years), helping clients consider possibilities and navigate retirement with long-term financial security.
• Fixed Income Services Integration of bonds and fixed income investments into custom financial plans to provide predictable cash flow, including exposure to credit, market, liquidity, interest rate, reinvestment, and call risks.
• Estate Planning, Charitable Giving, and Trust Services Estate planning services to control asset distribution, preserve assets, and share wealth with family and charitable causes, coordinating with attorney and CPA.
• Corporate Retirement Plan Consulting Comprehensive guidance on retirement plans including vendor searches, plan reviews, quality support, and independent investment consulting to maximize tax efficiency and participant benefits.
• Alternative Investments Diversification through hedge funds, managed futures, funds of funds, private equity, private real estate, and other alternative investment options for portfolios.
• Business Continuity and Succession Planning Business value evaluations, insurance coverage analysis, and succession planning services for business owners to protect their business today and in the future.
• StrongHer Money® Women's Planning Program Women's planning playbook and financial empowerment program designed to help women navigate life transitions (career changes, divorce, inheritance, loss of a loved one) through specialized resources and personalized strategies.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• RFG AdvisorycoreTechnology or IntegrationRFG Advisory is an innovative turnkey platform providing technology, operations, compliance, and investment infrastructure. TrekNorth joined RFG Advisory to bring more resources, a stronger team, and new opportunities while focusing on client service. RFG Advisory handles behind-the-scenes work including portfolio management platform 'Bluemonte' managing over $3 billion AUM.
• Charles SchwabcoreOthersCustodial partner providing account administration and custody services for client investment accounts.
• PershingcoreOthersCustodial partner (a BNY Mellon company) providing account administration and custody services for client investment accounts.
• Fidelity InvestmentscoreOthersCustodial partner providing account administration and custody services for client investment accounts.
• Private Client Services (PCS)coreOthersFINRA member broker-dealer providing securities services. Securities are offered through Registered Representatives of PCS, member FINRA/SIPC.
• Copper Pass AdvisoryminorStrategic or Co-development PartnerIndependent advisory firm led by Ian MacClure. Collaborative relationship extending financial planning resources to TrekNorth clients. Firms remain independent but share values and client service philosophy.

Scale indicators1 record

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Mariner Wealth Advisors: National RIA serving UHNW individuals, families, and business owners with integrated financial planning, estate, and tax services. Direct competitor for high-net-worth clients in the same size and complexity spectrum.
• HighTower Advisors: National RIA platform providing custody-agnostic wealth management to UHNW clients and business owners. Comparable in advisor-led model and target segments, and competes for the same breakaway broker talent pool.
• RFG Advisory: Core platform partner offering turnkey RIA infrastructure including the Bluemonte investment platform. Directly comparable as the operating backbone of TrekNorth's investment management and compliance stack, and competes for the same advisor/M&A pipeline.
• Edelman Financial Services: Large national RIA providing comprehensive financial planning, investment management, and retirement plan services. Comparable in service breadth and target client segments (UHNW families, business owners, professionals).
• Carson Group: Large RIA and platform provider serving financial advisors with technology, coaching, and back-office support. Comparable in supporting independent advisors seeking turnkey infrastructure, and competes for the same target clientele.
• Sanctuary Wealth: Independent RIA platform serving UHNW clients with comprehensive planning and investment services. Highly comparable turnkey platform model to TrekNorth's RFG Advisory partnership, and competes for similar advisor relationships.
• Creative Planning: Large, multi-billion-dollar RIA offering comprehensive financial planning, investment management, and estate planning. Comparable in service breadth (retirement, estate, tax, alternative investments) and target clientele (business owners, UHNW families).

Direct peers

• Buckingham Strategic Wealth: National RIA focused on evidence-based financial planning, retirement planning, and wealth management for individuals and families. Comparable boutique RIA style with similar planning-first philosophy and fee-based model.
• Copper Pass Advisory: Independent advisory firm founded by TrekNorth VP Ian MacClure with a mutual collaborative relationship. Closely comparable boutique RIA in financial planning focus, fee-based model, and Colorado footprint.
• First Avenue Wealth Partners (Raymond James): Previous firm of TrekNorth founder Jarrod Biebel. Operates in the same UHNW wealth management segment with comparable advisor-led model, providing a direct prior precedent for the client base and service style TrekNorth now targets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/treknorth-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TrekNorth Investment Management