INVESTING

Your life goals are unique. The path you take to achieve them should be, too.

Our disciplined approach to investment management begins by understanding your life goals, risk tolerance, liquidity needs, tax liability and financial responsibilities. Then, in collaboration with you, we create an investment strategy unique to your objectives, from current income generation to maximizing the potential for capital growth.

A process centered around you

We combine proactive expert advice, a broad array of capabilities and our latest technology to tailor a sophisticated investment strategy to help you achieve your goals.

  • Goals Driven Investing — We match your goals with the appropriate asset allocation based upon the goal’s time horizon and your risk preferences. This approach gives a clearer sense of purpose to each asset in support of your priorities.
  • Brokerage Services — Our wholly owned broker-dealer, Northern Trust Securities, Inc., has a number of products and services to enhance your total financial plan.
Online Services through Private Passport

Northern Trust has transformed traditional online banking into an expansive online wealth management suite for all your accounts, all in one convenient place. Built for ease of use, Private Passport's tools accommodate those looking for simplicity as well as those with complex financial portfolios. Advanced technologies allow you to:

  • Manage and track all of your Northern Trust and non-Northern Trust investment accounts using one ID and password
  • Trade online
  • View your investments by exposure, asset class and industry sector
  • Take advantage of powerful reporting capabilities and views
  • Access your accounts anywhere, anytime – from your desktop, laptop, tablet or smartphone
  • Go paperless for your investment management, custody and brokerage account statements

OUR EXPERT

 
Katie Nixon, CFA, CIMA, CPWA
Katie Nixon, CFA, CIMA, CPWA
Chief Investment Officer, Wealth Management
 
 
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