We are a Team with Experience
No matter who you are or how much money you have, we can help you take the next step in your financial journey. At Northern Capital Management, we've been providing sound investment advice since 1992.
Why does experience matter?
Our team has the expertise and professionalism to help you reach your goals.
Before we manage your investments, we take the time to get to know you. Working with a financial professional shouldn’t be uncomfortable. By fully understanding your needs and goals, we seek to develop lasting relationships built on trust.
We will be your partner in navigating complex financial situations and provide comprehensive financial planning. Utilizing our depth of knowledge we strive to provide exceptional consultation and investment management services.
We Work in Your Best Interest
We know that earning your trust is essential to help you reach your goals. That’s why Northern Capital Management is a fee-only fiduciary advisor. Rather than sell specific investments, our goal is to provide sound financial advice.
Why should you hire a fiduciary advisor?
A fiduciary duty is the highest standard of care to put client interests ahead of our own.
Transparency of fees is of utmost importance. That is why we keep it simple. We are a fee-only advisor with no hidden costs.
We provide customized financial advice rather than sell specific investments. This is in direct contrast to a brokerage model that sells products for a commission.
People Empowered by Technology
We believe that it's important to have a team of people on your side. We also believe technology can make our team even more effective and accessible. We strive to integrate high quality financial technology into our business model with the ultimate goal of making our offerings as dynamic and helpful as possible. Access to both our people and our technology begins with a simple appointment.
What technology do we use?
For those clients utilizing our financial planning services, you will have access to a dynamic financial planning software allowing you and your advisor to access your plan at any time.
Our portfolio management system provides us with tools to monitor, trade, and rebalance your accounts as well as an online client portal providing access to review your customizable reports and documents.
Our Investment Committee utilizes industry leading software solutions that provide independent research, analytics, and monitoring tools essential to making sound investment decisions.
Mission and Vision Statements
Our mission is to be a guiding light for our clients and serve as a financial steward with a passion and discipline to protect the long-term interests of our clients.
Individual Client Services Vision
We work hard to ensure clients have CONFIDENCE in their financial plans and GUIDANCE along the way. Our thoughtful and consistent approach helps provide PEACE when they think about their future.
Our vision is to profoundly and positively impact the lives of our clients and employees.
Retirement Plan Services Vision
By acting as a fiduciary, we provide exceptional consultation and management services to retirement plan sponsors, trustees, and participants. We strive to set the industry standard for transparency, professionalism, depth of knowledge, and excellent service.
Our vision is to profoundly and positively impact the lives of retirement plan participants and their beneficiaries, as well as assisting plan sponsors and trustees in fulfilling their role as fiduciaries.