NORTHBOUND WEALTH

Overview

Northbound Wealth is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm positions itself as a capital allocator, blending liquid public-market strategies with allocations to third-party alternative fund managers. Its advisory services include retirement and business-related portfolio management, selection of sub-advisers, pension consulting-type work for smaller institutions, and client education through seminars and workshops. Investment activity centers on exchange-traded securities as the primary public-market exposure, while private-market allocations are used to broaden return drivers and diversify away from market beta. The firm is not an active ESG investor and operates under a fee model that combines asset-based fees with hourly and fixed-fee engagements, allowing flexibility for comprehensive planning or project-based work alongside ongoing portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices