Northwater Capital

NorthWater Capital offers investment management services to various clients, including individuals and high-net-worth individuals. They use a tactical allocation strategy, aided by proprietary AI and machine learning models, to make investment recommendations. While AI assists in data analysis, human advisors make the final decisions. They also offer financial planning services, including retirement planning, tax optimization, and estate planning. Investment consulting services are available on an hourly fee basis for investors with unmanaged portfolios.