Northeast Investment Management, Inc. is a Registered Investment Adviser (RIA) based in Boston and serving clients across and beyond New England.
For more than 60 years the firm has met the unique financial needs of individuals, families, foundations and trusts, inspired by the example of our late founder and friend, William A. Oates, Jr. While assets under management continue to grow, we maintain the highly personal, team-oriented approach that was so important and integral to our founding.
Wholly owned by its partners, Northeast is not influenced by outside shareholders or management firms. We provide investment management and advice on a fee-only basis. We do not sell financial products or make money through commissions, allowing us to independently select the best options for our clients. And above all, we hold ourselves to the fiduciary standard, a legal obligation to put client interests first.
Our analysts, planners, portfolio managers, tax professionals, trustees and client service specialists work closely together to ensure all client needs are met and all questions are answered in a timely manner. With our diverse and experienced team, we are able to seamlessly handle the complicated wealth management challenges that clients face today and tomorrow.