A complete list of active advisors currently associated with Northport Investment Management, LLC

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

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.

To learn more about the advisors currently working at Northport Investment Management, LLC, 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.