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Northeast Investment Management
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| Northeast Investment Management's officers collectively have nearly two century’s worth of experience as investment advisors and trustees. This acquired expertise has contributedto the growth of total assets under Northeast’s management, which now exceeds one billion dollars.
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Concept |
| Northeast Investment Management was established to meet the growing need for highly personalized investment management for individuals and families.
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Northeast also furnishes investment advice to select institutions and to other fiduciaries, including trustees of charitable endowment funds. The firm provides more personal attention by its senior officers and greater continuity of personnel than banks, trust companies and larger investment advisors can offer.
With clients throughout the United States and abroad, Northeast’s officers act as both advisors and personal trustees in their management of client investments. For both advisory and trust accounts, clients are provided with ancillary services including custody of assets, the preparation of income, gift and estate tax returns, the administration of estates and trusts, and the rendering of both financial and estate planning advice, by Northeast officers who possess extensive experience in these areas.
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