Business Partners
Fidelity
Our clients' portfolios are held at Fidelity, one of the largest and oldest investment firms in the U.S. We selected Fidelity because of their financial strength, their status as a privately held company, and their expertise in executing large securities orders.
Financeware
Northland Capital Management uses Financeware to develop Monte Carlo based financial projections for our clients. Unlike traditional financial planning tools that assume a fixed rate of return over a number of years, Monte Carlo techniques can simulate thousands of potential investment return possibilities and the impact of those scenarios on a client's long-term financial well-being.
MarketCounsel
Northland Capital Management has a strong compliance culture. Prior to the formation of the firm, we conducted a nationwide search for a partner that specializes in securities law and industry regulations governing investment advisors. Although many firms provide these services, we believe the firm with the greatest expertise and focus in this field is MarketCounsel of Englewood, New Jersey. Northland Capital Management regularly consults with MarketCounsel to ensure compliance with our ongoing regulatory responsibilities.
Our clients' portfolios are held at Fidelity, one of the largest and oldest investment firms in the U.S. We selected Fidelity because of their financial strength, their status as a privately held company, and their expertise in executing large securities orders.
Financeware
Northland Capital Management uses Financeware to develop Monte Carlo based financial projections for our clients. Unlike traditional financial planning tools that assume a fixed rate of return over a number of years, Monte Carlo techniques can simulate thousands of potential investment return possibilities and the impact of those scenarios on a client's long-term financial well-being.
MarketCounsel
Northland Capital Management has a strong compliance culture. Prior to the formation of the firm, we conducted a nationwide search for a partner that specializes in securities law and industry regulations governing investment advisors. Although many firms provide these services, we believe the firm with the greatest expertise and focus in this field is MarketCounsel of Englewood, New Jersey. Northland Capital Management regularly consults with MarketCounsel to ensure compliance with our ongoing regulatory responsibilities.
