Our approach includes a broad mix of asset classes—large cap, mid cap, small cap, international, and alternatives—to manage risk and optimize returns. Depending on portfolio size and other varying factors, such as time horizon and suitability, we may recommend mutual funds, ETFs, individual stocks, bonds, and occasionally private equity or other alternative investments*. The listed options are examples and can vary based on individual needs and circumstances.

*PRODUCTS AND SERVICES REFERENCED ARE OFFERED AND SOLD ONLY BY APPROPRIATELY APPOINTED AND LICENSED ENTITIES AND FINANCIAL ADVISORS AND PROFESSIONALS. NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL STATES AND NOT ALL NORTHWESTERN MUTUAL FINANCIAL ADVISORS OFFER ALTERNATIVE INVESTMENTS.

All investments carry some level of risk, including loss of principal invested. No investment strategy can assure a profit and does not protect against loss in declining markets.

We adjust our allocation by overweighting or underweighting asset classes based on in-depth research, strategically shifting as market conditions evolve.

All investments carry some level of risk, including loss of principal invested. No investment strategy can assure a profit and does not protect against loss in declining markets.

We implement tax-efficient strategies, placing tax-inefficient assets in tax-deferred accounts and low-tax investments in taxable accounts. Through tax loss harvesting, we can capture losses for future tax benefits while maintaining market exposure. Charitable giving and estate planning strategies can help minimize taxes, to help ensure more wealth stays with your family and supports causes you care about.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.