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Old North Advisors, LLC | home

Old North Advisors is an independent wealth management firm based in Boston, MA. Old North is dedicated to serving as the trusted advisor to a select group of high net worth individuals, families, foundations and endowments who are seeking customized investment strategies and comprehensive financial advice. Old North specializes in advising clients with asset bases up to $20 million.

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Old North Advisors

Old North Advisors

50 Fed●●●●●●Street

Bo●●on , MA, 02110

UNITED STATES

1617●●●●8999
vh●●●●●●@federalstreet.com

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Old North Advisors

Old North Advisors

50 Fed●●●●●●Street

Bo●●on , MA, 02110

UNITED STATES

1617●●●●8999
vh●●●●●●@federalstreet.com

View this contact

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Old North Advisors, LLC | home | oldnorthadvisors.com Reviews
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Old North Advisors is an independent wealth management firm based in Boston, MA. Old North is dedicated to serving as the trusted advisor to a select group of high net worth individuals, families, foundations and endowments who are seeking customized investment strategies and comprehensive financial advice. Old North specializes in advising clients with asset bases up to $20 million.
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4 money managements
5 money management
6 money mgmt
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Old North Advisors, LLC | home | oldnorthadvisors.com Reviews

https://oldnorthadvisors.com

Old North Advisors is an independent wealth management firm based in Boston, MA. Old North is dedicated to serving as the trusted advisor to a select group of high net worth individuals, families, foundations and endowments who are seeking customized investment strategies and comprehensive financial advice. Old North specializes in advising clients with asset bases up to $20 million.

INTERNAL PAGES

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1

Old North Advisors, LLC | Client Service And Administration

http://www.oldnorthadvisors.com/services/client-service-administration

Client Service and Administration. CLIENT SERVICE AND ADMINISTRATION. At Old North Advisors, "client service" means frequent personal contact, regular formal meetings and detailed reporting on your portfolio performance. Custody at Charles Schwab and Co., Inc. Institutional Account and Services. Monthly Statement from Custodian. Quarterly Report from Old North Advisors. Performance vs. Target and Benchmark. Annual or Biannual Meeting. Review of portfolio holdings and progress versus objectives.

2

Old North Advisors, LLC | Advisory Team

http://www.oldnorthadvisors.com/about-consultant-team.php

Client Service and Administration. Kelly provides investment and wealth management advice to individual and foundation clients. She participates in the Investment Committee, and partners with the Research Team to formulate advice uniquely suited to each of her clients. Prior to joining Federal Street in 2007, Kelly was an Assistant Portfolio Officer at Mellon Private Wealth, working with endowment. S She began her career in financial services at Acon Investments, a small private *. Firm in Washington, DC.

3

Old North Advisors, LLC |

http://www.oldnorthadvisors.com/disclaimer

Client Service and Administration. 24 Federal Street • Boston • MA • 02110 • Tel: (617) 259-1700 • Fax: (617) 259-1701 • info@oldnorthadvisors.com.

4

Old North Advisors, LLC | Our Clients

http://www.oldnorthadvisors.com/clients

Client Service and Administration. Old North Advisors serves individual investors, endowment. S and foundations with $1-15 million in portfolio assets. We do so with a level of service these clients rarely receive from large brokerage firms and institutional wealth managers. At some point, every client goes through life transitions that affect their financial situation. Helping our clients navigate these challenging times is the foundation of our business.

5

Old North Advisors, LLC | Investment Planning Process

http://www.oldnorthadvisors.com/services/investment-planning

Client Service and Administration. As your life changes, it is important that your investments change with you. We will continually review your investment objectives to make sure that your assets. Are working for you the way they should. Client Service and Administration. 24 Federal Street • Boston • MA • 02110 • Tel: (617) 259-1700 • Fax: (617) 259-1701 • info@oldnorthadvisors.com.

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Federal Street Advisors | Incorporation Of Esg Factors

http://www.federalstreet.com/individuals-esg

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR INDIVIDUALS and FAMILIES. INCORPORATION OF ESG FACTORS. While our general recommendations reflect industry-standard ESG criteria, Federal Street monitors issue-specific products as well and can work with clients that have a particular focus in areas such as community investing, education, health,...

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Federal Street Advisors | Investment Policy

http://www.federalstreet.com/foundations/investment-policy

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR FOUNDATIONS. Federal Street is experienced in leading the not-for-profit client through the process of articulating what they want to accomplish with their assets. And determining the best investment program to meet these objectives.

federalstreet.com federalstreet.com

Federal Street Advisors | Manager Evaluation

http://www.federalstreet.com/foundations/manager-evaluation

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR FOUNDATIONS. 24 Federal Street • Boston • MA • 02110 • PH: 617 350-8999 • FX: 617 350-8902 • info@federalstreet.com.

federalstreet.com federalstreet.com

Federal Street Advisors | Reviewing And Reporting

http://www.federalstreet.com/results

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR INDIVIDUALS and FAMILIES. 24 Federal Street • Boston • MA • 02110 • PH: 617 350-8999 • FX: 617 350-8902 • info@federalstreet.com.

federalstreet.com federalstreet.com

Federal Street Advisors | Advice & Service For Individuals & Families

http://www.federalstreet.com/individuals

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR INDIVIDUALS and FAMILIES. Federal Street Advisors is distinguished by:. Our comprehensive approach that looks at all aspects of a client's financial situation. Our ability to balance the needs of multiple generations. Our understanding of income and estate tax considerations.

federalstreet.com federalstreet.com

Federal Street Advisors | Incorporation Of Esg Factors

http://www.federalstreet.com/foundations-esg

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR FOUNDATIONS. INCORPORATION OF ESG FACTORS. While our general recommendations reflect industry-standard ESG criteria, Federal Street monitors issue-specific products as well and can work with foundations whose missions focus in areas such as community investing, education, health, climate change, ...

federalstreet.com federalstreet.com

Federal Street Advisors | Philanthropy Glossary

http://www.federalstreet.com/foundations/glossary-philanthropy

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE AND SERVICE FOR FOUNDATIONS. Glossary of Philanthropy Terms. The world of philanthropy has its very own vernacular, acronyms and tax-related terms. In an effort to help you better navigate this landscape, we have compiled this glossary of terms. A voluntary report issued by a foundation or corporation that provi...

federalstreet.com federalstreet.com

Federal Street Advisors | Performance Monitoring

http://www.federalstreet.com/foundations/reporting

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR FOUNDATIONS. Account returns are measured against a blended *. On a quarterly basis. Individual managers are judged against relevant index. 24 Federal Street • Boston • MA • 02110 • PH: 617 350-8999 • FX: 617 350-8902 • info@federalstreet.com.

federalstreet.com federalstreet.com

Federal Street Advisors | Asset Allocation

http://www.federalstreet.com/foundations/asset-allocation

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR FOUNDATIONS. Federal Street initiates the process by understanding what the client needs to accomplish with their assets. Which includes program operation, grant.

federalstreet.com federalstreet.com

Federal Street Advisors | Performance Monitoring

http://www.federalstreet.com/reporting

Manager Search and Selection. Incorporation of ESG Factors. Manager Search and Selection. Incorporation of ESG Factors. Balancing Values and Return. Compliance and Financial Planning Team. ADVICE and SERVICE FOR INDIVIDUALS and FAMILIES. Account returns are measured against a blended *. On a quarterly basis. Individual managers are judged against relevant index. 24 Federal Street • Boston • MA • 02110 • PH: 617 350-8999 • FX: 617 350-8902 • info@federalstreet.com.

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