A complete list of active advisors currently associated with Northeast Capital Management, Inc.
Warmer can help you find a great advisor at Northeast Capital Management, Inc. or one who fits your needs even better.
Northeast Capital Management provides discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm develops client-specific investment policies through personal discussions and implements portfolios intended to meet each client’s stated objectives. The firm employs both fundamental and technical analysis and may use a range of strategies including long- and short-term holdings, trading, short sales, margin transactions, and option writing, with account supervision guided by client objectives. All client assets are managed on a discretionary basis with ongoing account reviews and custody through independent custodians (the brochure notes use of Charles Schwab Institutional and related custodial services). Notably, the brochure identifies pension and profit-sharing plans among the firm’s client types, a client segment that is less common for independent advisers of this category. With roughly $105 million in discretionary assets across 84 client accounts, the firm documents formal policies for proxy voting, trading practices, and a written code of ethics in its disclosure brochure.
To learn more about the advisors currently working at Northeast Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fall River, MA
| 31
|
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