Our “True North”

We are personally responsible to our clients.

We strive to always act in your best interest. North American Management has a principles-based culture that takes on the financial cares that you would rather not manage yourself. Lightened of the burden of managing your money, you are free to focus on what matters to you.

With an unyielding focus on the future, we are better able to serve you.

Our clients have very different uses for their wealth: in most cases, they need it to sustain them for 20 years, or more. A sizable number also want to plan for future generations. To pursue these objectives, advisers must be proactive and adaptable to changing technology, market conditions, personal circumstances, and investment opportunities. Guided by intellectual curiosity and a desire to innovate, we at North American Management are continuously evolving our fully integrated advisory, investment management, and client service processes.

Whatever you wish to accomplish with your money, we are here to support you.

Informed by our combined experience of nearly a century helping wealthy families pursue their goals, you can rest assured that a proactive team of professionals —dedicated to helping you manage your financial life, at all stages of your life — are here to support you and your family.

Our independence is a major contributor to helping clients further their goals.

North American Management is 100% owned by our employees, which means as an independent business we can focus our efforts on serving clients first. We are a fee-only RIA and do not sell any proprietary products, nor receive any compensation from outside firms or advisers. Advising clients is our sole business.

Integrity and excellent teamwork are the foundations of accountability.

We devote ourselves to serving clients with honesty, continuity of purpose, objectivity, and stability. You gain the peace of mind knowing that all your financial affairs have the attention of a committed group of professionals who work together, keeping your best interests in mind always.