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Investment Advisory and Performance Reporting

 
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Creative investment programs aligned with your family office goals

Our investment expertise allows you to think strategically to deliver consistent performance across market cycles and achieve investment objectives for your family office.

  • Detailed, quantitative portfolio risk and performance reporting
  • Strategic assessment of objectives and results
  • Asset allocation consulting
  • Search and selection of "best of breed" managers
  • Ongoing oversight and evaluation of managers
  • Complete investment program management

We begin by establishing a clear understanding of your objectives, and then design a customized multi-manager investment program featuring individualized services, innovative products and advanced technology that seek to meet your evolving needs.

David W. Fox

David W. Fox

President, Global Family & Private Investment Offices
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David W. Fox

David W. Fox

President, Global Family & Private Investment Offices
 

Dave Fox is President of the Global Family & Private Investment Offices Group and a member of the Operating Group of The Northern Trust Company. Prior to this role, Dave was Executive Vice President and Head of the Americas, Corporate & Institutional Services, with responsibility for all Northern Trust’s institutional businesses in North & South America. Along with those duties, Dave was Chairman of the Northern Trust Company, Canada, Chairman of the Americas Business Oversight Committee, and the Americas Executive Management Committee.

Dave joined Northern Trust in 2012 after 25+ years at J.P. Morgan in New York and London, where he was Vice Chairman of Investment Banking, a member of the firm’s Investment Banking Management Committee, and CEO of Midwest Investment Banking. Dave’s prior experience at J.P. Morgan included roles as head of investment banking for various global industry sectors (transportation, shipping, industrials, chemicals and real estate). During his career he has advised clients on numerous M&A, restructuring and capital raising activities.

Dave holds a B.S.F.S. from Georgetown University and has an M.B.A. in Finance from Columbia University’s Graduate School of Business. He serves on the Board of the Ann & Robert H. Lurie Children’s Hospital of Chicago, and the Goodman Theatre.

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