North Shore Asset Management, LLC North Shore Asset Management, LLC

Welcome to North Shore Asset Management

North Shore Asset Management (NSAM) is an independent professional investment advisory firm that has been providing investment advice and portfolio management to individuals, families, trusts, foundations, non-profit  organizations, pensions and profit sharing plans since 2001.

 

North Shore Asset Management is a Registered Investment Advisor (RIA) and is registered with the United States Securities and Exchange Commission (SEC). As an RIA firm we have a fiduciary duty to act in the best interest of our clients.

 

NSAM Wealth Management provides independent advice and portfolio management tailored to the needs and objectives of each client.

 

NSAM Institutional develops and manages institutional investment strategies.

 

We provide advice and services for a fee based on a percentage of  assets managed. North Shore Asset Management does not retain custody of securities, does not charge commissions and has no affiliation with any brokerage or other financial service providers.

 

We know that understanding cultivates peace of mind. So we take time to explain our strategies, define terms and make sure that you are comfortable with what we do.  Also, we are always here as a sounding board and financial consultant when you have a question about a change or potential change in your financial picture.

 

 

North Shore Asset Management, LLC - 147 Main Street, Cold Spring Harbor, NY 11724 - Tel 212-757-7777 - Fax 888-315-5238

Copyright © 2013 North Shore Asset Management, LLC