NMFN: AS, IAS, FAQ

At this point in your life, you've achieved a level of wealth that demands continual and informed attention. With Northwestern Mutual Wealth Management Company®, you gain an experienced and knowledgeable business partner devoted to helping grow your assets through discretionary investment management.

Review these frequently asked questions to learn why Northwestern Mutual Wealth Management Company® is the right choice for you.

What are the typical services provided?
Who is it right for?
Why Northwestern Mutual Wealth Management Company®?
What is the process for getting started?
My advisor provides me with standard quarterly performance reports for my advisory program accounts and one that consolidates all of my accounts in one place. What are the differences in these reports?

What are the typical services provided?

Northwestern Mutual Wealth Management Company® provides comprehensive, discretionary investment planning and portfolio management services. We work with a select group of investment management professionals to implement tailored investment plans.

Who is it right for?

Typically, Northwestern Mutual Wealth Management Company® services are for high-net-worth individuals with investable assets usually spread across multiple asset classes.

Why Northwestern Mutual Wealth Management Company®?

The trusted advisors of Northwestern Mutual Wealth Management Company® have the financial experience and expertise to provide you with long-term financial planning and discretionary investment management.

What is the process for getting started?

Contact your Northwestern Mutual Financial Network Representative to schedule an initial meeting to discuss your unique situation. Your representative, along with a Northwestern Mutual Wealth Management Company® Representative will likely begin with a series of questions to learn more about your current situation, financial goals and profile as an investor. Topics will include your current state of affairs, your financial planning needs, your investment objectives, and your tolerance for risk.

My advisor provides me with standard quarterly performance reports for my advisory program accounts and one that consolidates all of my accounts in one place. What are the differences in these reports?

Clients who invest in investment advisory programs through Northwestern Mutual Investment Services or Northwestern Mutual Wealth Management Company receive a quarterly performance report that is delivered directly to their address of record. This report is the "official" report that compares advisory program account performance to a customized account performance benchmark for the account. In addition to the official report, Northwestern Mutual Financial Advisors have access to a reporting system known as The Northwestern Mutual Investment Services Consolidated Investment Reporting system. This system has the ability to consolidate different client accounts in one place to help clients see their overall picture. While the reports contain similar account information, there are some differences in how they calculate performance and display that information. To help provide more information on the program account reports you receive from your advisor, you can click on the link below to download a short brochure that provides an overview of both reports. Your financial advisor is available to take the time to review the information in this brochure and answer any questions you may have regarding your performance reports.

Download the Important Information about Your Northwestern Mutual Consolidated Investment Reporting brochure (103k)