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Investment Advisory Services

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Investment Advisory Services
Wealth Management Services

At Northwestern Mutual Wealth Management Company®, we work with a select group of investment management professionals to implement tailored investment plans for our clients. You can be certain that the investment strategy we recommend for you is custom-built for your unique situation, using a wide range of investment strategies.

  • Separate Equity Account Management of individually issued stocks with professional money management. Using individual securities allows us to maximize tax efficiency, facilitate transition of assets and manage existing portfolio needs, while allowing you to exclude stocks that you'd prefer to not own.
  • Separate Fixed Income Account Management includes government, corporate and municipal issued securities. Our fixed income techniques allow you to accommodate your distinct cash flow needs and manage yield risk.
  • Special Asset Management of commercial and residential real estate, oil and mineral interests and closely held businesses, to name just a few. Our special asset management team has extensive experience in the valuation, management and transition of such unique assets.
  • Mutual Funds provide access to independent money managers who are put to work for you in a thoughtfully constructed, personal investment portfolio.