NorthShore Advisors LLC

Investment Process

 

Ü Understanding Client Goals and Objectives

We are committed to fully understanding client objectives, constraints and preferences.  Our understanding of client risk tolerance and return expectations is integral to our process and will drive the structure of the portfolio.

 

Ü Defining Client Objectives in an Investment Policy

We will work with clients to identify underlying objectives and levels of risk tolerance.   If warranted, NorthShore’s investment professionals will assist clients in drafting or refining an investment policy.    

 

Ü Incorporating Policy into Investment Process and Portfolio Structure

NorthShore’s investment professionals will construct an appropriate portfolio optimizing the risk/reward profile within the constraints of client policy.

 

Ü Monitoring Portfolios for Compliance with Policy

To ensure that portfolios are always in compliance with policy, NorthShore’s investment and operational team check every trade.  In addition, portfolios are audited for compliance at month-end.

 

 
Text Box: Our team of professionals initiate the investment process utilizing a “top-down” approach to investment management. We focus on key economic data to develop our forecast for economic growth and domestic inflation. Understanding the implications of current and expected fiscal and monetary policy is critical. In addition to the fundamental data, we incorporate technical analysis as well as assess the “tone” or prevailing psychology of the market.