What goes into portfolio management?

Portfolio management is the selection and overseeing of investments designed to help you reach your goals now, and later on. Our financial advisors will work with you to select investments such as stocksbonds, and other assets to align with your investment strategies. As an advisory client, you'll get ongoing account oversight, while as a brokerage client you'll be responsible for the ongoing management of your investments.

Setting your financial goals

Whether it's saving for your kids' education, buying a house, taking dream vacations, or retiring early, knowing your priorities and goals are key. Having a clear direction will help you and your advisor figure out how much you need to save, determine your investing strategy, and choose the right account types to achieve your objectives, big and small.

Creating your investment strategy

An investment strategy is a game plan for building your portfolio. Having a well-defined investment strategy can help give you consistent progress and keep you from making emotional, short-term investment decisions. From conservative to very aggressive investing styles, our financial advisors will work with you to build a portfolio designed to meet your needs.

Adjusting your investments

Because priorities and circumstances change throughout your life, it's important to keep your portfolio aligned with your current situation. Depending on the level of engagement you need, your portfolio can be actively managed as part of an advisory relationship or adjustments can be made during the purchase or sale of assets in a brokerage relationship.

Portfolio management your way

Our financial advisors have two effective ways to help you select the best investment options for your portfolio to fit your goals.

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While portfolio management deals with how to best allocate assets to fit your risk tolerance and financial goals, wealth management takes it a step further. As the highest level of financial planning at Northwestern Mutual, our wealth advisors will work with you to create a personalized financial plan and consult with trusted partners to provide you with  estate planning, tax-efficiency strategies, and more.

Get matched with a financial advisor in four easy steps.

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.

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Ready to take the next step in portfolio management?

Our financial advisors will recommend the best investment strategies and provide expert guidance along the way 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.