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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.

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PREPARING YOUR PORTFOLIO FOR VOLATILITY

How should investors prepare for volatile markets? And during times of uncertainty, how can they avoid the pitfalls of behavioral biases? Wealth Management President Jason Tyler and Wealth Management CIO Katherine Nixon discuss how a Goals Driven Wealth Management framework gives clients the confidence, clarity and discipline they need to endure tumultuous markets.

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.

Goals Driven Wealth Management

Through our award-winning technology, we collaborate with you to design a plan around your unique priorities and make ongoing decisions as circumstances change.

 

  • Fully address goals across lifestyle, family, business and philanthropy 
  • Understand how your plan changes as goals are fulfilled or added, or as market conditions change 
  • Model scenarios to understand the full impact of your options 
  • Make decisions with confidence

Services

EXPLORE RELATED SERVICES

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

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Trust and Estate Services

Modern fiduciary expertise to preserve and protect your wealth and legacy.

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Global Family & Private Investment Offices

Enterprise-wide support for family offices, foundations, private trust companies and private investment companies.

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Business Owner Services

Specialized expertise to help ensure business owners succeed across their entire journey.

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Banking Services

Deposit and lending solutions integrated with your broader financial plan.

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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
Abstract geometric pattern.Market Currents PodcastWealth Management CIO Katie Nixon pulls back the curtain on financial trends.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

investment leadership

Katie Nixon, CFA, CPWA®, CIMA®

Katie Nixon, CFA, CPWA®, CIMA®

Chief Investment Officer, Northern Trust Wealth Management

Peter Mladina

Peter Mladina

Director of Portfolio Research, Wealth Management

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Achieve What Matters Most

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