Northeast is a disciplined, growth-oriented investment management firm that believes in building high-quality diversified portfolios with the appropriate mix of assets to meet clients needs while remaining sensitive to individual risk tolerances. Core to the firm's philosophy is knowing their clients, understanding their investments and diversifying for enhanced return and reduced risk. With a long-term investment perspective the focus remains on sustainable, secular trends, not short-term market gyrations. Northeast believes this approach gives clients the best opportunity to achieve their financial goals.

Domestic equities are considered the primary growth vehicle. Although Northeast's style is biased toward large-capitalization growth, investment officers are opportunistically open to other types of equity ideas regardless of classification. Fundamentals matter most.

Through prudent selection of individual bonds and/or bond mutual funds, managers construct conservative bond portfolios to protect capital, produce predictable income and diversify portfolio asset exposure. Typically, high-quality laddered bond portfolios are built or investments are made in high-quality fixed income mutual funds that minimize both credit and interest rate risk while producing income.

In an effort to maximize potential return while minimizing risk, portfolio managers may augment asset class exposure through the use of proven, low-cost funds. Types of exposure gained through these funds include: international equities, emerging market equities, small capitalization equities, real estate investment trusts and natural resources and/or commodities. These asset classes dovetail nicely with the core domestic equity and fixed income investments when used judiciously.