Why Choose Northeast?

Successful relationships are founded on trust, sound financial advice, and effective client communications.

Northeast is client focused.

At Northeast we believe in treating our clients the way we would like to be treated. Our work begins with the client by understanding their financial circumstances and objectives. We create an investment plan based on an assessment of client goals so the portfolio we construct fits into the client’s overall financial plan. We then monitor and update the plan to ensure it delivers the desired outcome. When life-changing events happen, we adjust the plan accordingly.

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Northeast is team oriented.

Each client works with a minimum of two dedicated Northeast portfolio managers and one client service specialist. Other Northeast officers may become involved from a tax, legal or financial planning perspective when necessary. We also partner with our clients' outside trusted advisors to ensure the integration of financial, retirement, estate and/or tax planning needs unique to that client are satisfied.

Northeast has experienced advisors.

Our professionals leverage a range of experiences to serve the needs of our clients. We strive to ensure that you not only receive sound investment advice but are confident that you are known to us and that we have your best interests at heart.

Northeast has a disciplined investment process.

We develop investment strategies aimed at meeting client-specific objectives and constraints. Our strategies are developed through its investment committee and implemented through its portfolio managers.

Northeast is aligned with your interests.

We are a privately owned and operated corporation; we are not subject to outside shareholder interests. Our interests are aligned with yours. We provide investment management services on a fee-only basis. We do not sell financial products, nor do we make money through commissions on the investments we recommend.

Northeast has continuity of officers.

At Northeast we recognize that an important value we provide to our clients is a high level of service and a continuity of professional advisors. We seek to develp client relationships that will grow into a trusted partnership, where client goals become our priorities.

Northeast provides a level of comfort.

While all investments involve a degree of risk, we strive to work with you to structure an individualized portfolio aligned with your risk tolerance.