North American Management

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 $1 billion 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 structured 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.