Investment advice with a broader perspective

With our Advisory Services, your portfolio will be developed and managed by seasoned financial professionals—freeing you to focus on other important things. Along with your advisor, the Northwestern Mutual Wealth Management Company investment team provides expertise to help build your ideal portfolio.

We start with you and your priorities, then following our time-tested philosophy and disciplined process, we select high-quality investment options to help you reach your goals, that could include exposure to ESG portfolios that reflects your values. With a long-term view of investing, we look to avoid reacting to the day's headlines and make smarter investment decisions designed to help drive value over time.

We monitor your portfolio to make sure your goals stay on track. And if your priorities change along the way, you'll generally have the flexibility to change direction.

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You'll work with an advisor who'll put your interests first and be there to guide you.

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Expert insights for our wealth management advisory services

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Our financial advisors have the ongoing support of our Wealth Management Investment Team which includes CFA® Charterholders and experts who are frequently featured in major national media outlets. This experienced investment team provides thought leadership to our advisors and makes investment recommendations based on our proven investment philosophy rooted in smart, strategic decisions that focus on the long-term.

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The Northwestern Mutual difference

Top 5 ranked investment service

We're one of the top U.S. Independent Investment Broker-Dealers.1

Ranking for Northwestern Mutual Investment Services LLC, Financial Advisor magazine and InvestmentNews, April 2021

5.0M+ clients at Northwestern Mutual

The number of people we're proud to call clients, and who put their trust in us.2

164+ years strong through depressions, downturns, and pandemics

The number of years we’ve been there for our clients—through depressions, downturns, and pandemics.

Investment advisory services: a key part of a financial plan

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Our focus on long-term investment strategies is designed to help give you the confidence to be disciplined through market fluctuations, knowing that the growth potential and management of your wealth won't be left to chance.

Through your Northwestern Mutual financial advisor, you'll also have access to more financial options, including investments for growth, insurance for protection, and annuities for more flexibility in retirement. Each is designed to reinforce the other so your personalized plan can work its hardest for you.

Our approach to planning
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Put our investment advisory services to work for you.

Our financial advisors can recommend appropriate investment strategies and provide ongoing portfolio oversight to help you grow your wealth.

It's easy to get started—no commitment, just a conversation.

Broker-Dealer Disclosure

To learn more about Northwestern Mutual Investment Services, LLC and its financial professionals, visit FINRA BrokerCheck®.

Visit our Client Relationship Summaries (Form CRS) for information about our firms that provide brokerage and advisory services.