NORTH SHORE INVESTMENT CONSULTING LLC

Overview

North Shore Investment Consulting LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm operates on a percentage-of-assets fee model and manages primarily non-discretionary relationships, indicating a consultative role where clients retain decision authority. They favor publicly traded pooled vehicles — most notably mutual funds — as the core of client portfolios, while also incorporating fixed-income instruments and outsourced hedge fund exposure where appropriate. The adviser registers as an individual-owned LLC and is positioned to serve both individual & family and institutional clients. North Shore is not listed as an active ESG investor and does not market pension-consulting services. Its custodian usage and product mix suggest a conventional wealth-management approach that emphasizes diversified mutual-fund sleeves and third-party manager access rather than direct private-equity or real-asset underwriting.

Assets & Accounts

Investments & Alternatives

Location & Offices