Our view is that each client, whether realizing it or not, is running an increasingly complex investment company. Along these lines, our services are focused on helping our clients develop and implement a business plan for their investment assets. Once the business plan is established, we will implement the investment program on a discretionary basis, drawing on our extensive manager evaluation capabilities and asset allocation expertise. We will continue to monitor the plans progress against the objectives that we have set forth and maintain open lines of communication with each and every client to review the results and assess their plan going forward.

Old North's Wealth Management Service Includes:
• Discretionary Asset Management
• Investment and Retirement Cash Flow Planning
• Investment Policy Development for Foundations & Endowments
• Ongoing Portfolio Performance Monitoring
• Implementation of Estate Plans
• Education Planning
• Ongoing Client Education

Client Benefits:
• Clearly Defined Investment Plan and Strategy
• Implementation through Exceptional Investment Managers
• Ability to Monitor Progress versus Objectives
• Timely and Accurate Performance Information
• Coordination with Outside Tax Advisors and Estate Attorneys