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Goals Driven Investing

 
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You are unique. Your investment plan should reflect that.

You have your own specific goals for the future. With Goals Driven Investing, our strategy centers on understanding your concerns and, most importantly, your aspirations. The end result is an investment portfolio that helps to achieve your objectives while taking into account the effects of taxes, expenses and inflation. Our highly personalized approach empowers you with a complete view of your financial picture.

Katie Nixon, CFA, CIMA, CPWA

Katie Nixon, CFA, CIMA, CPWA

Chief Investment Officer, Wealth Management
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Katie Nixon, CFA, CIMA, CPWA

Katie Nixon, CFA, CIMA, CPWA

Chief Investment Officer, Wealth Management
 
Katherine is the Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters. Her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm’s 79-office Wealth Management franchise. Katie sits on the Firm’s Investment Policy Committee and Tactical Asset Allocation Committee, and she chairs the Wealth Management Investment Advisory Committee.

Prior to joining Northern Trust, Ms. Nixon worked at U.S. Trust Company for eighteen years in several investment related capacities, including Managing Director and Division Manager in the Wealth Management Division in New York, overseeing a group of portfolio managers and client service officers with total combined assets under management in excess of $7 Billion. Ms. Nixon also served on US Trust's Portfolio Policy Committee as well as the Private Equity Investment Committee.

Katherine received her B.A. from Wellesley College and her M.B.A. in Finance from New York University, Stern School of Business where she graduated with distinction, Beta Gamma Sigma, and was a Stern Scholar. She has received the designations of both Certified Investment Management Analyst (CIMA® ) and Certified Private Wealth Advisor ( CPWA®) from the Investment Management Consultants Association. Further, she has been awarded the Chartered Financial Analyst (CFA) designation, and is also a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA).
 

The Productivity Paradox – Five Factors to Consider

 
August 03, 2015 - Wayne Bowers
Last week brought more discord and confusion from both Greece and China — while Janet Yellen held firm on interest rates. Chief Investment Officer Bob Browne discusses what the latest developments mean for investors.
 
 
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Find out more below how Goals Driven Investing can help you achieve your financial goals

 

Goals Driven Investing

Our Goals Driven Investing approach measures your performance based not only on investment returns, but on your progress towards achieving your goals. This is a customized investment program that provides you with greater assurance that your life goals will be achieved.
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Take a long-term view of your investment portfolio as you fund your highest goals.

The Bond Runway is a key strategy to help preserve and protect your lifestyle through times of economic and market distress. The desire to protect lifestyle spending is usually paramount - and the Bond Runway is designed to help you meet this important goal with a high degree of confidence.

Northern Trust Recognized in CIO 100 Awards

Northern Trust's Goals Powered Solutions application received the 2014 CIO 100 Award from IDG's CIO magazine. The annual award program recognizes organizations around the world that exemplify the highest level of operational and strategic excellence in information technology.
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Wealth Path App For iPad

Northern Trust Wealth Path App
Gain access to value-added articles, videos and other content tailored to your wealth management goals and objectives.
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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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