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 stocks, bonds, 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.
Our financial advisors have two effective ways to help you select the best investment options for your portfolio to fit your goals.
Investment advisory services
When you're looking for hands-on investment advice and ongoing portfolio oversight, we'll carefully select one of our advisory programs (curated by our Wealth Management Investment Team) that best fits your investment goals and risk tolerance, and guide you every step of the way.
You'll have access to a range of investment vehicles to help build your ideal portfolio—no matter your goals or where you are in life. While you'll make the decisions to buy, hold or sell, we'll help you figure out your options and recommend investments to help take you where you want to go.
Manage your wealth better with our portfolio management
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, our advisors will work with you to create a personalized financial plan and consult with trusted partners to provide you with estate planning, tax-efficient planning, and more.
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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
5.0M+ clients at Northwestern Mutual
The number of people we're proud to call clients, and who put their trust in us.
164+ years strong through depressions, downturns, and pandemics
The number of years we’ve been there for our clients—through depressions, downturns, and pandemics.