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Financial Guidance

Our services are provided on a flat fee basis, rather than commissions or transactions. This allows our investment advisors to focus on your unique set of goals and circumstances. The firm's "boutique" structure gives us the flexibility to tailor investment solutions to your particular needs, and the agility to make changes to adapt to changing conditions, both of which provide a competitive advantage over other investment managers.

Our Services

We use our resources and experience to assist clients here in the Chicago-area and across the United States. The firm has been located in Lake Forest, Illinois since its founding. Through our unique blend of services, North Shore is able to offer a full range of seamless investment products, such as:

  • Custom portfolio management
  • Asset Allocation Accounts
  • Institutional Asset Management
  • Financial planning

Wealth Preservation

Our approach to the investment process begins with the determination of your investment objectives. Determining the appropriate investment objective is critical to the success of a client’s investment program. The investment objectives determine the types and proportions of assets in your investment portfolio. The objective also describes what a client’s portfolio is to accomplish, how this is to be achieved as well as the risks involved.

Insurance Services

A good defense is the best offense. Let North Shore Private Asset Management surround you and your family with our leading insurance policies.