Investment Ideas are developed internally, but derived form a myriad of sources. Northeast considers proprietary stock screens, company meetings, industry conferences, analyst meetings, Wall Street research, independent research, SEC filings and observations made by the investment officers. Once a potential idea is identified, internal fundamental and valuation analysis is performed to determine soundness. Ideas are presented at regular investment meetings for discussion and honest debate. Decisions to buy or sell securities are then acted upon by the individual portfolio managers in accordance with client-specific restraints. Client portfolios are reviewed by individual portfolio managers and by the Investment Committee on a regular basis. Portfolio holdings and market conditions are monitored and evaluated on a daily basis.

The Investment Committee membership includes individuals with diverse professional resumes, areas of expertise and educational backgrounds. The committee's collective breadth of experience and diverse personal histories are key strengths allowing for a thorough examination of investment opportunities from distinct perspectives with varied degrees of healthy skepticism. On average, investment officers have more than 20 years of experience, including: portfolio management, financial and estate planning, trust administration, securities analysis, securities trading and tax planning.