A coordinated investment strategy is necessary to build an effective portfolio that meets your unique financial needs.
Your goal to achieve financial security will undoubtedly include investing for your future.
We can offer you the expertise you need to ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.
Northwestern Mutual Wealth Management Company offers investment advisory services, private client services and trust services. Within these levels of service, we may recommend that your portfolio include one or more of the following investment tools.
Signature Choice is an investment advisory program that allows your wealth management advisor to provide advice concerning asset allocation, security selection and rebalancing. Your advisor can utilize a wide range of securities, including mutual funds, exchange-traded funds (ETFs) and individual equity and fixed income investments, to help implement your investment strategy.
Signature Managed Accounts is an investment advisory program that utilizes third-party asset management and portfolio manager selection to assist in providing you with a comprehensive investment solution.
Signature Retirement is an investment advisory program and integral part of the Northwestern Mutual Retirement Strategy planning process. It is designed to manage your assets and income streams in accordance with your overall retirement plan to provide a balanced and reliable source of income throughout your lifetime.
Signature Portfolios is an investment advisory program that utilizes select mutual funds and/or exchange-traded funds to construct well-diversified portfolios for your needs.
Signature Annuities is an investment advisory solution that utilizes investment options available within the NM SelectTM Variable Annuity to construct comprehensive, well-diversified investment portfolios for your needs.
Private Client Services (PCS) is a fully discretionary, flexible portfolio management solution for high-net-worth individuals that uses a combination of individual securities and other investment vehicles to manage client assets. The wealth management advisor serves as the investment advisor and relationship manager, while Northwestern Mutual Wealth Management Company’s PCS investment team provides the investment management.
Trust Services: Whether the goal is estate tax exclusion, spendthrift protection or multi-generation investment management, Northwestern Mutual Wealth Management Company can serve as professional trustee for a variety of trusts.
We also are able to offer you the following products and services through Northwestern Mutual Investment Services, LLC (NMIS):
- Cash management services
- Money market funds
- Mutual funds
- Treasury bills
One of the greatest financial challenges is preparing adequately for retirement. And now more than ever, a strategic plan is crucial to help meet your goals.
Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided all the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you’re strategic in your planning.
We can help. At Northwestern Mutual, our approach to retirement planning is designed to help you get to—and through—retirement with a greater level of financial confidence, so you can relax knowing you have a road map to achieve your goals.
You'll want to start by considering how much to save for retirement and where to save it. By accumulating as much as you can as soon as you can, you can put time on your side—time to plan, time to weather the ups and downs of the market and time to let your money grow.
And then, as you zero in on retirement, you'll need a different set of strategies to manage risk and make your money last through retirement.
Your business is unique, and it takes a personalized plan to help you create, grow and protect your business’s value.
Whether you’re thinking about launching a new business or planning to expand an existing one, we can help you create, grow and protect your business’s value.
We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business, with strategies to:
- Integrate all aspects of financial planning for your business and your personal life to ensure success on both fronts.
- Minimize risk by being prepared for the unexpected.
- Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt.
- Recruit and retain employees with competitive benefits programs.
- Enhance your benefits programs to reward employees who are key to the success of your business.
- Transition your business smoothly with a properly designed and funded business succession plan.