NORTH SHORE INVESTMENT ADVISORS, LLC

Overview

North Shore Investment Advisors, LLC is a small, privately owned advisory firm that focuses on tailored portfolio management and financial planning for individuals and small businesses while also serving institutional clients. The firm is organized as an LLC with an individual owner and operates as an adviser and other financial product salesperson rather than as a capital allocator. Investment activity centers on traditional pooled products such as mutual funds and annuities, supplemented by allocations to third‑party alternative managers in real estate, commodities and oil & gas. The firm does not position itself as an ESG investor and is not registered as a multistate adviser. Fee arrangements are varied — the firm uses percentage‑of‑AUM pricing alongside hourly charges, fixed fees and commissionable product sales — which allows flexibility for smaller client relationships and project‑based financial planning. Given the modest asset base and the use of outside alternative managers, the investment approach appears to lean on third‑party expertise for non‑traditional exposures while using mutual funds and annuities for core and income-oriented allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices