North American Management Corporation Information

North American Management (“NAM”) is an independent wealth advisory firm that is dedicated to helping individuals, families, foundations and endowments, and single family offices protect and grow their wealth, diversify their assets, and maintain a legacy for the future. For 90 years, we have been passionate about understanding our clients’ complete financial situations, and delivering tailored investment and planning strategies to meet their needs over many generations and multiple market cycles. We are 100% owned by our employees, which means as an independent business we can focus our efforts on serving clients first. Guided by intellectual curiosity and a desire to innovate, we are continuously evolving our integrated advisory, investment management, and client service processes to serve client needs using forward-thinking technologies. Headquartered in Boston with a regional office in St. Louis, NAM works with clients in approximately 35 states. Our services include financial planning, investment management, tax and estate planning which, along with trustee services, are designed to help clients realize their financial objectives. Our investment expertise leverages security selection, asset allocation, and portfolio construction processes that are rigorous, independent, disciplined, and proactive. Being personally responsible to our clients is our most distinctive strength, our “True North.” Please see our Social Media Disclosures and Terms of Use at www.namcorp.com/social-media-disclosures.