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Excellence in Financial Advisory and Wealth Managment
North Shore Investment Consulting (NSIC) has been providing portfolio management, financial planning and advisory services to families and individuals since 2002. We offer services to clients nationwide as well as overseas. NSIC has clients from coast to coast and as far away as Israel.
NSIC was co-founded by Jeffrey Smith, CFP(R), CFA(R), MBA, a seasoned financial professional with 30+ years of proven portfolio management experience which includes oversight of over $1 billion in pension and corporate assets with a major Chicago-based organization. While working in this institutional capacity, many officers of the company started to request Mr. Smith's advice for their personal portfolios. This is how NSIC began. You can meet Mr. Smith here and learn more about our practice in this short video.
NSIC is a fee-only financial planning firm and will act as a fiduciary on your behalf. This means we do not receive any compensation (i.e., fees, commissions of referral fees) for the securities held in your portfolio and we always act in your best interests. We work only and always for you. NSIC only utilizes no-load, low-cost funds in client portfolios.
NSIC is currently accepting clients with a minimum of $1.0 million in investable assets. Amounts are negotiable.
North Shore Investment Consulting, LLC