The True Measure of Wealth

Wealth is so much more than an account balance or portfolio pie chart. At Northeast, we know the real rewards of life are the people you love, the experiences you cherish and the legacy you leave.

As investment managers, fiduciaries, tax specialists and financial planners, everything we do is driven by your personal and family priorities, over the next few months and the next few generations.

So, what’s important to you?

The core of our business is the management of investment portfolios for our clients. However, we often provide additional services to meet the specific financial needs of the individual, family, trust or charitable entity. With a diverse staff that includes professionally designated security analysts, financial planners, tax specialists and trustees, supported by relationships with estate planning attorneys, insurance providers and others, we are able to assist clients with a wide range of financial decisions.

Northeast Investment Management, Inc. is a Boston-based registered investment advisor with over $2 billion in assets under management.