Our approach to investment management is designed around you. By listening and clearly understanding what your financial objectives are, we can develop an asset allocation strategy tailored to your unique needs.
Once an investment strategy is agreed upon, Northwestern Mutual Wealth Management Company® will oversee the implementation of your plan by selecting the appropriate investments that seek reasonable returns while preserving your assets. Most importantly, we stay connected and adjust your plan accordingly to address changes in your life.
Whether Northwestern Mutual Wealth Management Company® is your trustee or your professional investment manager, you have access to a variety of investment options to meet your individual financial goals. We offer products through multiple sub-advisors, including:
- 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.
You should carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. Mutual funds are sold only by prospectus which will contain the information noted above, and other important information that you should read carefully before you invest or send money.