North American Management is an independent, SEC-registered investment advisor providing comprehensive wealth management services to individuals, trusts, and institutional clients. A Boston-based firm with a distinguished history and a talented team of skilled and experienced professionals, North American Management advises more than $900 million in client assets. The firm is privately held by its employees and directors. |
We are proud of our heritage dating back to 1928, and pair that legacy with a keen understanding of evolving investment trends. We offer our clients broadly diversified global investment solutions, delivered with a personal touch, and customized for each client. Our comprehensive wealth management services include financial and estate planning, proprietary and non-proprietary portfolio management solutions, tax planning, personalized income solutions, and trustee services. |
Legacy PlanningAt a recent meeting to review their Investment Portfolios, Bill and Sue Smith raised an issue that had been of concern for some time … the failing health of Bill’s 75 year old mother Millie. Was there anything they could do now to prepare for the inevitable? Read More... |
January 2010We have just come through the worst decade for equity investors since the Great Depression, this, after the S&P 500 posted one of its best years in 2009. |
Add your email address below to sign up for our event newsletters. |