Northern Trust Investments, Incorporated
Assets Under Management
$1114.8B
Number of Clients
41,475
Number of Advisors
34
Avg. Portfolio per Client
$26.9M
Avg. Managed per Advisor
$32.8B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Northern Trust Investments (NTI) offers a range of investment advisory services, including managing mutual funds, exchange-traded funds, and separately managed accounts. NTI's strategies span equity, fixed income, and asset allocation, with options for sustainable investing and tax management. NTI also provides access to third-party investment strategies and outsourced chief investment officer (OCIO) services. NTI is compensated through fees based on assets, fixed rates, or performance.
Fee Structure
NTI offers investment management services with fees that vary depending on the type of account and strategy used. These fees are generally calculated as a percentage of the assets managed. NTI manages separately managed accounts, model portfolios, and investment pools. The fees range up to 1.50% annually for separately managed accounts, up to 0.70% for model implementation of third-party strategies, and up to 1.25% for active equity investment pools. Fees are negotiable and may vary based on client circumstances.
Areas of Practice
Location
50 S Lasalle Street, Chicago, IL, 60603-1008