Northeast Investment Management, Inc.

Overview

Northeast Investment Management, Inc. is a Boston-based registered investment adviser providing a range of financial services, including investment management, fiduciary services, estate planning, tax consultation, and family office services. The firm serves individuals, families, trusts, charities, and other tax-exempt institutions, focusing on personalized wealth management and portfolio solutions tailored to each client's specific objectives and risk tolerances. With a team of professionals, including certified financial planners, tax specialists, and investment analysts, Northeast Investment Management emphasizes a team-oriented approach to address the unique financial needs of its clients. The firm is wholly owned by its directors, ensuring independence and a fiduciary standard that prioritizes client interests. As of May 2025, Northeast Investment Management oversees approximately $2.9 billion in assets across approximately 1,600 accounts. The firm's investment strategy is primarily discretionary, focusing on diversified portfolios that include large-cap U.S. equities, select fixed income, and cash positions, all tailored to the individual needs of their clients.

Investment Focus

Accredited investors only
Long-term investment horizon

Portfolio Companies

AppleMicrosoftAmazonAlphabetNvidia

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Frequently asked questions about Northeast Investment Management, Inc.

What sectors does Northeast Investment Management, Inc. invest in?

Northeast Investment Management, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Massachusetts, United States. Northeast Investment Management, Inc. is listed as a private investment firm in the ConnectSafely investor database.