A complete list of active advisors currently associated with North Shore Investment Consulting LLC

Warmer can help you find a great advisor at North Shore Investment Consulting LLC or one who fits your needs even better.

North Shore Investment Consulting LLC is a fee‑only investment adviser that provides investment management, comprehensive financial planning, and consulting to high‑net‑worth individuals, professionals, retirees, and profit‑sharing plans. The firm documents client circumstances through face‑to‑face discussions and a “Client Data Analysis” intake process and uses those inputs in financial projection software to develop customized plans. NSIC’s investment process is grounded in Modern Portfolio Theory and quantitative portfolio optimization, and it typically implements diversified allocations using mutual funds and ETFs. Portfolios are managed on a primarily non‑discretionary basis—transactions are executed only after client consent—and accounts are monitored on an ongoing basis with formal performance reviews at least semi‑annually and recommended quarterly client contact. Notably, NSIC reports managing approximately $170.5 million of non‑discretionary assets and explicitly includes profit‑sharing plans among its client types, a combination that is uncommon for independent advisers. The firm also aggregates held‑away employer plans using Morningstar’s ByAllAccounts (which subjects it to surprise‑audit procedures under the Custody Rule) and maintains a documented succession arrangement to address continuity of service.

To learn more about the advisors currently working at North Shore Investment Consulting LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.