Investment Management

 
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Investment Management

   
The key to successful investing is choosing unique strategies that fit your needsWe help you meet your goals by combining experience and technology to identify the strategy that best suits you.
 
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We work closely with you to help build and manage your assets, while managing investment risk and tax liabilities.

Our disciplined approach to investment management begins with assessing your investment objectives, risk tolerance, liquidity needs and other factors. Then, in collaboration with you, we create a customized asset allocation strategy that includes a broad array of asset classes and investment categories.

We can help you:

Manage Assets

  • Customized portfolio construction
  • Third-party and proprietary investment managers
  • Active and index strategies
  • Alternative investments

Manage Risk

  • Asset diversification
  • Solutions for single-stock concentration
  • Hedging strategies
  • Stock option planning

Reduce Tax Liability

  • Tax sensitive investing
  • Tax loss harvesting
  • Investment vehicle selection

Maintain Liquidity

  • Deposit services1
  • Custom lending
  • Short-term cash management vehicles

 

A Process Centered Around You
We design your investment portfolio using the best investment solutions for your situation.
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Comprehensive Investment Solutions
Our diverse product offering is designed to address all of your investment objectives.
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Brokerage Services
Our wholly owned brokerage services, Northern Trust Securities, Inc., has a number of products and services to enhance your total financial plan.
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Securities Custody
If you want to manage your own investments, but prefer not to deal with the clerical and accounting details that come with self-directed investing, a Northern Trust Securities Custody account may be right for you.
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Northern Funds
100% no-load funds combined with disciplined investment principles
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1Order Routing Disclosure
Investment Products and Services are:

Not FDIC INSURED, May lose value, No bank Guarantee
Investment products and services are offered through Northern Trust Securities, Inc., member FINRA and SIPC and a wholly owned subsidiary of Northern Trust Corporation. Any attached research reports containing the Northern Trust Logo or trademark were prepared solely by employees of Northern Trust Investments, Inc., an affiliate of Northern Trust Securities, Inc.

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© 2009 Northern Trust Corporation
 
John D. Sjkervem
Our Expert
John Skjervem
Executive Vice President
 
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John D. Sjkervem
John Skjervem
Executive Vice President
 
Mr. Skjervem leads the national investment management practice for Northern Trust’s Personal Financial Services (PFS) business from the firm’s Chicago headquarters.  His responsibilities include investment policy development with a particular focus on portfolio construction and implementation.  He also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm’s 85-office PFS franchise.

Mr. Skjervem joined Northern Trust in 1991 as a portfolio manager in the firm’s Santa Barbara, CA office where he managed financial asset portfolios for individuals, pension plans, foundations and non-profit agencies.  In 2002, John was appointed Chief Investment Officer for the Western Region of Northern’s PFS business.  In that role, he supervised 30 portfolio managers across three western states from Northern’s regional headquarters in Los Angeles.

Prior to his tenure at Northern Trust, John worked in Los Angeles as an associate economist for consultants Natelson Levander Whitney, and as a public finance specialist for investment bankers Ehrlich Bober & Co.

John earned a M.B.A. degree with concentrations in Finance and Statistics from the University of Chicago’s Graduate School of Business, and received his B.A. degree in Economics from the University of California at Santa Barbara.  He holds the Chartered Financial Analyst designation, is a director of the CFA Society of Chicago, the nation’s oldest society of financial analysts, and serves as a board member for the St. Francis Foundation in Santa Barbara, CA.

 
 
 
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