Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Family Offices
    5. Financial Advisors
    6. Financial Institutions
    7. Individuals & Families
    8. Insurance Companies
    9. Investment Managers
    10. Nonprofits
    11. Pension Funds
    12. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login

Wealth Management

Goals-Driven Investing

Research and guidance to align your investments with your goals

Portfolios aligned with the purpose of your wealth, supported by robust research and customized where it matters

Achieving clarity amid uncertainty

Chasing the latest headlines can cloud decision-making

Rooted in research, our process can help you separate the signal from the noise – and discover where real returns, diversification and opportunities exist.

Achieving clarity amid uncertainty

Market timing can undermine long-term goal funding success

Your portfolio should balance riskier, return-seeking assets with more stable investments to comfortably fund your long-term goals alongside your shorter-term liquidity needs.

1/3
Closeup on stock market screen

Holistic Advice Tailored for Your Needs

Why Northern Trust

Your portfolio is built to meet your unique needs

A deep discovery process drives an investment program tailored uniquely to you. You will have confidence you can fund the goals that matter most to you.

You are compensated for the risk you take

While risk and return are related, every risk does not yield returns. A deep understanding of your individual goals and risk appetite will clearly identify risks that need to be eliminated or mitigated.

You will have confidence you will meet your goals

What counts are the returns you keep. Chasing gross returns can leave you disappointed; we build portfolios with a focus on returns after taxes, fees and inflation.

We help you plan for volatility

You face an unpredictable future; we help you plan for a range of outcomes, including inevitable periods of market stress and drawdowns, so you can feel confident about meeting your goals.

Data drives our advice and recommendations

You will be sure you are getting advice informed by rigorous research and data to help you meet your goals.

You have a framework for making decisions

Patented, award-winning technology lets you see the impact of your decisions, allowing you to clearly and intuitively assess outcomes and tradeoffs.

Services

EXPLORE RELATED SERVICES

Our experts can guide you to comprehensive services to meet your wealth planning needs

Latest Insights

Explore the latest insights from our team of experts

Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article
Long exposure car lights on roadPrivate Credit SpotlightFundamentals or Market Sentiment?Spurred by several high profile defaults, redemption spikes and investor anxiety over potential AI disruption, private credit has made headlines.Read Article
Image of abstract market chartMarketsMarkets and the EconomyPut recent portfolio performance in context with market themes, our outlook and your goals.Read Article

Leadership

Our Experts

Eric Freedman

Eric Freedman

Chief Investment Officer, Wealth Management

Peter Mladina

Peter Mladina

Director of Portfolio Research, Wealth Management

Stay connected

Achieve What Matters Most

Explore how Northern Trust can optimize your portfolio to unlock returns, fulfill your plans and achieve your goals.

© 2026 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, IL 60603. Incorporated with limited liability in the U.S. Member FDIC.

The information contained herein, including any information regarding specific investment products or strategies, is provided for informational and/or illustrative purposes only, and is not intended to be and should not be construed as an offer, solicitation or recommendation with respect to any investment transaction, product or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed.