ABOUT NORTHSIDE CAPITAL MANAGEMENT

Northside Capital Management is an independent, full service, private wealth investment manager, building custom portfolios of value-added managers across the global investment spectrum. Our clients are taxable institutions, family offices, foundations, trusts and estates, and high net worth individuals. Each client requires a portfolio to match that client's unique risk tolerance and investment objectives. As managers of managers, we feature applications of both traditional and alternative investments, with a risk-conscious focus on both preservation and growth of our clients' capital.

Northside understands that every client has unique circumstances and goals. The first step of a relationship involves personalized risk assessment and the development of a Statement of Investment Objectives and Policies. Risk tolerance, investment objectives, liquidity needs, tax considerations, and the requirements of estate and generation planning are all weighed in the portfolio construction process. Northside will team with the client's trusted advisors, or our own select service providers who specialize in tax, estate and legal matters, to navigate the complexities that may surround these issues. We meet frequently with clients to ensure that investment objectives remain current and appropriate, and are reflected in the portfolio.

We help a client establish a custodial arrangement for assets that is secure and cost efficient, and facilitates monitoring and reporting. Our team generates customized and detailed reports on a quarterly basis, with monthly updates available, and takes great pride in the quality and timeliness of this process.

EXPERIENCE

The principals at Northside have extensive risk management experience on Wall Street, structuring and trading securities in highly complex markets. We also have a strategic partnership with the more than 60-person staff of Jeffrey Slocum & Associates, the Minneapolis-based institutional investment consulting and research organization, which makes available a host of resources, tools and research capabilities. We bring this experience to benefit our clients by demystifying the qualitative differences in managers and their strategies, and then building diversified investment portfolios that are tailored to each client's specific risk and return objectives. We marry this expertise with a strong commitment to customer service, and honor complete confidentiality throughout our business process.

HISTORY

Northside was founded in 1996 on the basis that the financial markets have become increasingly complex, with a parallel understanding that handicapping individual fund managers has become extraordinarily difficult. Prior decades have witnessed significant global economic expansion, which continues today. Scores of traders and research professionals have left positions on Wall Street to start funds and firms during this expansion. There is an enormous opportunity set of investment strategies across fixed income, equity, and real asset markets, both in the U.S. and internationally. It has become a challenge for most people to understand, no less quantify, the return opportunities and potential risks inherent in these strategies. It is also challenging to assess the credibility of a manager's background, the manager's integrity, and qualify the manager's ability to continue to generate competitive returns in volatile market conditions.

Northside employs its experience and wide-ranging relationships in the institutional capital markets to create an informational competitive advantage, enabling our team to make prudent and successful investment recommendations for our clients. This information advantage also allows us to provide continuous manager surveillance, to monitor a manager's activity and performance to make sure our manager's strategy and infrastructure continue to meet our client's needs and investment objectives.