About | North Square Capital

ABOUT
NORTH SQUARE CAPITAL

Delivering results to our investors is at the core of every decision we make.

WHAT OUR CLIENTS SAY

For 14+ years, I've been fortunate to call Boston, MA, my home. Specifically, the North End, known as the "Little Italy" of Boston, is considered the best Little Italy in the country.

Within the North End lies North Square, one of the oldest public squares in the United States, and has been continuously occupied since at least the 1630s.

This enduring presence and historical significance symbolize the timeless value of the real estate—an asset that never goes away, providing a secure and stable investment opportunity.

Real estate has been a cornerstone of wealth building for centuries. It's how 90% of millionaires have built their wealth.

Inspired by this history and tradition, North Square Capital is committed to helping you build enduring wealth and create a legacy through carefully selected real estate investments.

Just as North Square has stood the test of time, so too can the investments we make together, ensuring our clients benefit from this ever-enduring asset class.

FROM NORTH SQUARE TO NORTH SQUARE CAPITAL: THE INSPIRATION BEHIND OUR NAME

We know you want peace of mind when it comes to your financial future – invest in assets that work hard for you.

Rob Natale

Founder

A MESSAGE FROM THE FOUNDER

"Why do you do what you do?" "Why is it important to you?" "Why medical professionals?"

I often encounter these questions, and I'm eager to share my story with you.

For several years, I was deeply entrenched in the world of asset management. My days were filled with working alongside financial advisors, promoting investment products like mutual funds, ETFs, College 529 plans, and more. Some of these advisors and their teams managed substantial assets, surpassing the $3 billion mark.

However, I couldn't help but notice that these highly successful teams operated in isolation. They rarely shared new ideas or strategies that could benefit a more sophisticated audience – people like you and me.

Let's contrast this with the medical industry, where collaboration and sharing information have been at the core of its existence. Medical professionals have always pooled their knowledge and resources to provide the best care for their patients.

This stark contrast made me reevaluate my career path, eventually leading me to where I am today.

I come from a family where several relatives dedicated their lives to medicine. I witnessed their unwavering dedication, tireless efforts to care for their patients, and selfless nature, always putting others' needs before their own.

However, I also saw the toll it took on them – exhaustion, burnout, and overwhelming stress. Work-life balance was a luxury they couldn't afford. On top of it all, I saw how the financial services industry poorly served them.

A lightbulb went off for me - I knew what I needed to do.

My mission is to help you defeat BURNOUT, build YOUR wealth, and retire on YOUR terms through passive real estate investing.

Many of the strategies we employ are used exclusively by the top 12% of American wealth, strategies that the financial services industry does a poor job of delivering to our country’s medical professionals.

If you’re curious to learn more about these approaches that high-net-worth and ultra-high-net-worth Americans use, please feel free to reach out.

Having seen what medical professionals do for our society, it would be my honor to give you my personal time and introduce you to the way I feel you should be served.

Qui languerat sanum

To your (financial) health,

Rob Natale

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MY FINANCIAL HIPPOCRATIC OATH

As a dedicated provider of passive real estate investment opportunities, I pledge to uphold the following principles:

1. Preservation of Capital:

I will prioritize the preservation of my clients' capital, employing strategies that mitigate risk and safeguard their investments while seeking to achieve their financial goals.

2. Integrity and Honesty:

I will always act with integrity and honesty in all my real estate dealings, providing accurate and truthful information to my clients, partners, and stakeholders.

3. Client-Centered Approach:

I will prioritize my clients' best interests, ensuring that their financial goals, needs, and preferences are at the forefront of every decision.

4. Transparency:

I will maintain transparency in all transactions and communications, providing clear and comprehensive explanations of real estate opportunities and the benefits and risks involved.

5. Confidentiality:

I will respect the confidentiality of my client's personal information, ensuring that all data is securely protected and shared only with authorized parties.

6. Competence and Continuous Learning:

I will strive for excellence by continually updating my knowledge and skills and staying informed about the latest developments in real estate.

7. Fairness and Objectivity:

I will treat all clients fairly and objectively, avoiding conflicts of interest and providing unbiased advice in their best interest.

8. Diligence and Prudence:

I will exercise due diligence and prudence in all real estate investment activities, ensuring that decisions are well-researched and based on sound financial principles.

9. Accountability:

I will take responsibility for my actions and decisions, acknowledge and correct any mistakes, and continuously seek to improve my practices.

10. Commitment to Client's Success:

I will be committed to my clients' long-term financial success, working tirelessly to help them achieve their goals and secure their financial future.

By adhering to this Financial Hippocratic Oath, I pledge to uphold the values of trust, integrity, and professionalism in all my financial endeavors.

Qui languerat sanctum

To your (financial) health,

Rob Natale

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