Northland Capital Management

Northland Capital Management LLC is a fee-only investment advisory firm established in June 2008, based in Duluth, MN, and Virginia, MN. The firm serves as fiduciaries for clients' investment advisory accounts, offering tailored services based on individual needs. They manage portfolios with discretionary trading authority, utilizing model portfolios ranging from "Conservative" to "All Equity" based on asset allocation and diversification principles. The firm primarily uses ETFs and mutual funds for diversification across various financial markets. Clients have the option to limit certain securities in their portfolios. Northland Capital Management charges a 1.00% annual fee for discretionary portfolio management, deducted quarterly in advance. The firm does not receive compensation from other financial industry sources and operates under a fiduciary standard. They do not charge performance-based fees and primarily serve individuals, trusts, and pension plans. The firm's investment strategies focus on diversified investments across multiple asset classes, countries, and industries, with a preference for value-style stocks. Northland Capital Management does not have any legal or disciplinary events to disclose and maintains a Privacy Policy to protect clients' nonpublic personal information.