Northern Capital’s platform is an essential extension of our own capabilities in fixed income. They offer a highly responsive, institutional-grade solution for advisors looking to build, manage, and customize fixed income portfolios.

Here’s what stands out:

• Broad market access – Whether it’s corporates, municipals, Treasuries or agencies, they provide deep coverage across both primary and secondary markets.
• Dedicated support – Their team works directly with advisors to source bonds, structure portfolios, and respond to market moves in real time.
• Customization – From tax-aware strategies to laddered portfolios and duration targeting, they help tailor portfolios around your client needs.
• Transparency and execution quality – With client transparency reports and best execution reviews, they reinforce the integrity and trust of our partnership.

Most importantly, they act as an extension of your team, not just a provider. Whether you're navigating a complex rate environment or simply looking for help filling a specific allocation, they make the process efficient and client ready.

Please note that we have a direct connection with Northern Capital with the following clearing and custody partners: RBC Clearing, RBC Custody and Schwab custody.

The Raymond James custody integration should be completed in the next couple weeks. Schwab custody does require a form to authorize Northern Capital on your master.

If fixed income is a growing part of your practice—or you want it to be—we highly recommend getting to know Maurice Kauff and Northern Capital. We are confident Northern Capital will be a great resource for all advisors.

Maurice Kauff can be reached direct at 978-824-2605 or via email mjk@northerncapital.com.

Please also feel free to contact me with any questions, and use the resources below to explore how Northern Capital can support your business.