It's been our experience that the more targeted focus and energy given to a specific market or area of need, the more specialized and valuable we become. That is why we have chosen to make our primary focus the partners and principals of the Big 4 professional service firms: Deloitte, EY, KPMG and PWC.
In short, here is some of what we have to offer:
- In-depth knowledge of partner programs, including qualified and non-qualified pensions, 401(k), profit sharing, required capital, and deferred compensation plans, including discretionary capital plans. 360 degree view of future contractual retirement cash flows (e.g. pensions, capital plans, annuities, Soc. Sec., etc.). Asset-liability matching driving asset allocation strategy.
- Acute understanding of and full compliance with independence requirements. Northwestern Mutual Investment Services, LLC is an approved broker/dealer firm that participates in Deloitte, EY, KPMG and PWC broker data auto-feed for investment reporting.
- Team-based collaboration with over 220+ years combined experience delivering high-touch service and support. Includes investment specialists, trading desk, and advanced planning attorneys at NM.
- Fiduciary-based advisory programs through Northwestern Mutual Wealth Management Company (NMWMC). Adherence to customized investment policy statement (IPS) and ongoing systematic rebalancing based on target allocations, liquidity needs, and tax implications. Robust research from Morningstar and NMWMC to identify high quality, value-add managers and passive alternatives (e.g. ETF's and index funds).