North American Management | Wealth 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 $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 Planning

At 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 2010

We 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.