Investing With Northwestern Mutual
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. While most companies focus on individual transactions, we look at your bigger financial picture. Then, we'll recommend the right mix of investments, and can monitor and manage them over time, to help you get to your goals.
Our Investing Approach
Whether you're just starting out, or looking to make your portfolio even stronger, our advisors work with you to develop a long-term investment strategy that's based on your goals, risk tolerance, and timeline. We'll minimize overlap and thoughtfully rebalance your portfolio to help try and maximize growth.
If you're looking to invest more than $1 million, our Private Client Services may be the right fit for you.
Ranked Among The Top 5 U.S. Independent Broker-Dealers1
Manage Risk Through Asset Allocation
We recommend spreading your investments across a range of industries, asset classes, and companies to help maximize your portfolio's success.
What we can manage as part of your strategy
Want to give your money potential for growth? Try stocks. 2Find Out More
Bring balance to your portfolio by investing in mutual funds.Find Out More
Exchange-Traded Funds (ETFs)
A bit like a mutual fund, a little like a stock, see if ETFs are right for you.3Find Out More
Keep your portfolio balancedFind Out More
Certificates of Deposit (CDs)
Invest in CDs as another low-risk option.Find Out More
A tax-advantaged way to save for retirement.Find Out More
Take advantage of the retirement plan your employer set up for you.Find Out More
Save for your kids' education, then take it out, tax-free.4Find Out More
Set yourself up with income for life.5Find Out More
Take the next step.
Your Northwestern Mutual financial advisor will work with you to help create a strong, personalized investment strategy, help you execute that strategy, and be there for ongoing support, no matter what the market's doing.Let's Talk
To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck
All investments carry some level of risk including the potential loss of principal invested.
1Northwestern Mutual Investment Services has been ranked among the Top 5 independent broker-dealers, as measured by total revenues, by leading investment industry publications: Financial Advisor magazine, April 2016, Investment Advisor magazine, June 2016, Financial Planning magazine, June 2016.
2Although stocks have historically outperformed bonds, they also have historically been more volatile. Investors should carefully consider their ability to invest during volatile periods in the market.
3Exchange traded funds (ETFs) are subject to risks similar to those of stocks. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. ETFs are traded on the secondary market, like stocks. As a result, shares of an exchange traded fund may trade at a premium or discount to the fund's actual net asset value, particularly during periods of market volatility. The performance of an exchange traded fund may vary from the market index it attempts to replicate due to market volatility, transaction costs, valuation differences, differences between the assets held in the exchange traded fund's portfolio relative to the market index, and other factors.
4Distributions taken from a 529 plan for qualified higher education (post-secondary) expenses are exempt from federal income tax and, in some states, are also free from state income tax.
5All guarantees associated with annuities and income plans are backed solely by the claims-paying ability of the issuer.