North American Management Corporation Employee Directory
Investment ManagementMassachusetts, United States11-50 Employees
North American Management Corporation is an independent wealth advisory and investment management firm based in Boston, with a regional office in St. Louis and a client base spanning about 35 states. It offers financial planning, investment management, tax and estate planning, and trustee services to individuals, families, foundations and endowments, and single family offices, aiming to protect and grow wealth and sustain a legacy across generations. The firm emphasizes tailored strategies designed to navigate multiple market cycles. NAM is 100% employee-owned, reinforcing its independent structure and its focus on clients first. It combines integrated advisory, investment management, and client service processes with forward-looking technologies to support its work. The investment approach relies on disciplined security selection, asset allocation, and portfolio construction, with the goal of presenting objective, forward-looking guidance to clients across a nationwide footprint.