A complete list of active advisors currently associated with Northshire Consulting, LLC
Warmer can help you find a great advisor at Northshire Consulting, LLC or one who fits your needs even better.
Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans, including comprehensive portfolio management and targeted retirement plan consulting. The firm’s brochure specifically notes work with pension and profit‑sharing plans and delivers fee consulting and plan‑level services to plan sponsors. Investment approach combines actively and passively managed mutual funds with an emphasis on diversification, avoiding market timing, and maintaining conservative cash instruments (money market funds, CDs, commercial paper, and government debt) when appropriate. For retirement plans Northshire acts with discretionary authority under ERISA §3(38) over model portfolios and coordinates directly with participants and recordkeepers to implement allocation changes. Compared with many independent advisers, the firm’s ongoing engagement with pension and profit‑sharing plans and its ERISA §3(38) investment‑manager role are uncommon among peers and are highlighted throughout the brochure. The firm also discloses charging performance‑based fees and providing limited administrative and transition services to other advisers and producing educational content, activities the brochure says occupy a small portion of firm time.
To learn more about the advisors currently working at Northshire 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.
Name |
Location |
Years of experience |
|---|---|---|
Southington, CT
| 23
|
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