A complete list of active advisors currently associated with Northeast Investment Management Inc

Warmer can help you find a great advisor at Northeast Investment Management Inc or one who fits your needs even better.

Northeast Investment Management, Inc. advises individuals, families, trustees, executors, family offices, charitable institutions and small businesses, managing approximately $3.27 billion across roughly 1,626 client relationships. The firm provides discretionary and non‑discretionary portfolio management and may serve as a personal trustee, with certain estate‑related services included in the investment counsel relationship. Investment ideas are generated through internal research and third‑party sources, reviewed by an investment committee, and implemented by individual portfolio managers who typically exercise discretionary authority (about 98.9% of accounts). Portfolios are tailored to client objectives and risk tolerances, with an emphasis on diversification and ongoing monitoring; trades are executed through relationships with multiple custodians and overseen by a broker commission committee. NIM does not offer standalone comprehensive financial planning, a distinction relative to many multi‑team peers; instead it provides estate‑planning and trustee services within its counsel arrangements and charges separate fees for tax preparation, estate settlement and bill paying. The firm also maintains a generally high account minimum (typically $3 million, subject to exceptions), operates with a relatively large AUM for a compact advisory team, and participates in an RBC wrap‑fee program for certain client accounts.

To learn more about the advisors currently working at Northeast Investment 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.