NORTH SHORE CAPITAL GROUP INVESTMENT ADVISORS, INC

Overview

North Shore Capital Group Investment Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm focuses on individual and family clients and provides financial planning and portfolio management services targeted at individuals and small businesses. Its fee model combines a percentage-of-assets arrangement with hourly billing for planning or consulting engagements. Investment activity centers on publicly available pooled vehicles as the core of client portfolios, with mutual funds representing the single largest asset type. At the same time, the firm is active on the private side: it sponsors and serves as GP or managing member for pooled investment vehicles and runs a slate of private funds, so it combines discretionary portfolio management for public securities with direct involvement in alternative fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices