Northport Investment Management, LLC

Northport Investment Management provides continuous, discretionary investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and pension and profit-sharing plans. The firm manages a diversified mix of common stocks, bonds, mutual funds and ETFs and reports roughly $65.4 million in discretionary assets under management.

The firm’s investment approach is bottom-up, fundamental analysis that emphasizes earnings-driven selection, dividend-paying companies, and fixed income where appropriate; it maintains a long-term, low-turnover orientation and does not engage in frequent trading. Client relationships are managed on a discretionary basis, with quarterly reviews and an expressed emphasis on minimizing investment costs through custodian choice and low-cost/no-load funds.

Notably, alongside its individual client work, the firm also provides portfolio management for pension and profit-sharing plans, a form of institutional management that is less common among peers in this category. The brochure discloses that the firm does not accept commissions or soft-dollar payments, votes proxies for clients unless instructed otherwise, and occasionally provides limited hourly or fixed-fee advisory engagements such as financial planning or second-opinion analyses.