Charles S Zittel, CLU®

Financial Representative

Investments

Your goal to achieve financial security will undoubtedly include investing for your future.

My team and I can offer you the expertise you need to ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.

Northwestern Mutual offers investment advisory services, private client services and trust services. Within these levels of service, we may recommend that your portfolio include one or more of the following investment tools. Click on each one to learn whether it may be a good choice for you.

  • Signature Portfolios is an investment advisory program that utilizes select mutual funds and/or exchange traded funds to construct well-diversified portfolios for your needs.
     
  • Signature Annuities is an investment advisory solution that utilizes investment options available within the NM SelectTM Variable Annuity to construct a comprehensive, well-diversified investment portfolios for your needs.
     
  • Private Client Services (PCS) is a fully discretionary, flexible portfolio management solution for high-net-worth individuals that uses a combination of individual securities and other investment vehicles to manage client assets. The financial advisor serves as the investment advisor and relationship manager, while Northwestern Mutual's PCS investment team provides the investment management.
     
  • Trust Services — Whether the goal is estate tax exclusion, spendthrift protection, or multi-generation investment management, Northwestern Mutual can serve as a professional trustee for a variety of trusts.

My team and I also have access to offer you the following products and services through Northwestern Mutual Investment Services, LLC (NMIS):

  • Bonds
  • Cash management services
  • CDs
  • Money market funds
  • Mutual funds
  • Stocks
  • Treasury bills
  • UITs
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck