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North American Management is an independent, SEC-registered investment advisor providing comprehensive wealth management services to individuals, trusts, and institutional clients. A Boston-based firm with a distinguished history and a talented team of skilled and experienced professionals, North American Management advises more than $1 billion in client assets. The firm is privately held by its employees and directors. We are proud of our heritage dating back to 1928, and pair that legacy with a keen understanding of evolving investment trends. We offer our clients broadly diversified global investment solutions, delivered with a personal touch, and customized for each client. Our comprehensive wealth management services include financial and estate planning and strategy, proprietary and non-proprietary portfolio management solutions, tax planning, and personalized income solutions, and trustee services.