ABOUT NORTHSIDE CAPITAL MANAGEMENT

Northside Capital Management is an independent, full service, private wealth investment manager, building custom portfolios of value-added managers, and securities 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 was founded in 1996 and is a registered investment advisor with the U.S. Securities and Exchange Commission.

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.

EXPERIENCE

The principals at Northside have extensive portfolio risk management experience, and have structured and traded securities in highly complex markets. We also have a strategic partnership with the more than 90-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.