Home | Northern Capital

OUR FIRM

We are a highly specialized
institutional investment firm
singularly focused on the bond market
SOLUTIONS

We work behind the scenes
to support some of the nation's
top RIA and IBD networks
OUR CLIENTS

A trusted partner to independent
investment advisory firms, broker-dealers
and other institutional investors
SOLUTIONS

Delivering fixed income
portfolio management expertise,
strategies, research and trade execution

FEATURED INSIGHTS

INSIGHTS - RIAs | IBDs | Family Offices

Preparing your clients' bond portfolios for what's ahead

The exact timing of Fed policy isn’t as important as making sure your portfolio is prepared for an impending rate change.

STEPHEN G. RYE

JUNE 2018

INSIGHTS - Municipal Bonds

Navigating today's municipal bond market

The current relationship between short-term and long-term municipal bond yields illustrates the utility of a bond ladder.

STEPHEN G. RYE

MARCH 2018

INSIGHTS - Volitility and Interest Rate Risk

Bond ETFs and the liquidity illusion

The potential illiquidity of ETFs underlying securities has SEC worried and the commission wants investors to be more aware of the risks it sees looming.

STEPHEN G. RYE

DECEMBER 2017

INSIGHTS - Structured Investment Vehicles

Do you know what you own?

Dissecting a basket of securities that make up investment vehicles like ETFs often oncovers surpises. It is critical to understand how any investment vehicle is structured to understand how significant an impact it may have on the portfolio’s performance.

CLIFF JORDAN

DECEMBER 2017

SOLUTIONS - Interest Rate Risk

Managing Interest Rate Risk

Forward looking shock or horizon analysis helps advisors anticipate effects of rising interest rates on their portfolios. Our Shock Analysis Reports can be helpful in constructing and rebalancing portfolios in preparation for higher interest rates. Follow the link below to learn about how to receive your complimentary shock analysis reports.

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Call us at +1 (978) 289-1000.

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We offer a broad range of cost-effective fixed income solutions designed to meet the diverse needs of our clients. To receive literature relevant to your specific needs, follow the link below to learn more.

Receive Sample Resources

As part of our advisor-directed portfolio management resources, we offer clients white label materials including portfolio proposals and portfolio analysis reports that are designed to effectively communicate key data points, capture new client assets and assist in building our clients' brand. To receive to receive no-obligation samples with your organization's branding.

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INSIGHTS provides expert perspectives on changes in the markets, sector analysis, portfolio strategies and their implications for institutional investors. Stay current on the latest market developments and key themes for your portfolios and practices. INSIGHTS is written for financial professionals and is for INSTITUTIONAL USE ONLY. Follow the link below to get connected.