At NorthBrook Management we hold the advisor-client relationship in the highest regard. We understand the trust involved in working with a financial advisor and make every effort to earn and keep that trust. We constantly endeavor to bring our clients the professional management they expect and the personalized service they deserve.

NorthBrook clients are intimately connected to the achievement of their life goals every step of the way. They enjoy 24-hour access to all the sections listed below, and can rest easy knowing that each section is password protected to ensure privacy and confidentiality.

Lastly, NorthBrook offers clients the peace of mind that only comes from professional financial management. We thank you selecting NorthBrook.

“Waterhouse Access” allows you to view your personal account information and keep up to date with recent trades and account activity.

“Client Safe Access” gives both you and NorthBrook a way to post and retrieve important financial information. Documents such as trusts, deeds, and account statements can be easily scanned into your “client safe” where they will be securely stored securely and accessible to you anytime over the internet.

“Client FAQ’s” is a private forum where you may post questions and review answers to other questions about NorthBrook, the markets, your portfolios, etc.

“The Navigator” (the Company’s newsletter) details important information related to the NorthBrook experience and is printed and posted quarterly. We also post historical archives of past Navigators for your easy retrieval.

“Updates and Alerts” provides you with timely articles concerning new developments at NorthBrook and/or in the world of financial planning and investment management.