10 Principles of Effective Investing: Client Discussion Guide

Streamline Your Practice

With Multi-Asset Class Model Portfolios

Five considerations when choosing a model provider:

Capital Markets Expertise

Global Asset Management Expertise

Fiduciary

Heritage

Client Communications & Support Materials

Variety of solutions to meet client goals

Northern Trust Asset Management checks all the boxes, offering Advisors a wealth of expertise, insights and support to demonstrate a well-defined investment process, build scale and enhance client engagement.

Access our complimentary scripted client discussion guide and presentation 10 Principles of Effective Investing, designed to help you introduce investment solutions to your clients:

IMPORTANT INFORMATION. Northern Trust Investments, Inc. (NTI) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940. The company manages a variety of portfolios utilizing stocks, bonds, and exchange-traded funds (ETFs). Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. There are risks involved in investing including possible loss of principal. There is no guarantee that the investment objectives of any fund or strategy will be met. Risk controls and models do not promise any level of performance or guarantee against loss of principal. Past performance is no guarantee of future results.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Belvedere Advisors LLC and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.