A complete list of active advisors currently associated with Northland Capital Management

Warmer can help you find a great advisor at Northland Capital Management or one who fits your needs even better.

Northland Capital Management is a fee-only investment advisory firm that primarily serves individuals, trusts, and pension plans through discretionary portfolio management, limited financial planning for managed clients, and occasional ad‑hoc consulting. The firm also acts as an authorized agent on a limited basis for some self-directed brokerage accounts, handling administrative tasks and trade entry at clients’ direction. The firm manages model portfolios ranging from “Conservative” to “All Equity” using a predominantly top‑down process and a systematic blend of three equity strategy components, with an overall tilt toward value stocks and use of ETFs and mutual funds. Northland offers both standard and ESG model portfolios — the latter constructed to target lower carbon intensity (scope 1 and 2) — implements aggregated block trades across client accounts, and delivers quarterly performance letters to managed clients. Compared with many peers, Northland’s client mix includes state or municipal government clients and the firm discloses and advertises performance results in addition to its client reporting. Other notable features in its brochure include the explicit use of corporate collateralized loan obligations in fixed income allocations, reliance on external carbon‑intensity data for ESG portfolios, and a practice of serving as authorized agent for a measurable subset of accounts.

To learn more about the advisors currently working at Northland Capital Management, 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.