NORTHEAST FINANCIAL Overview

Northeast Financial Consultants Inc is an investment advisor that manages 2.7 BN dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 237MM in positions, representing 9% of the manager's regulatory AUM.

NORTHEAST FINANCIAL StockAlpha

-2.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NORTHEAST FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFE 22.24% Health -5.68% -0.25% 0 34%
VYM 4.91% ETF 2.76% 0.06% 0 2%
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FEATURED IN
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NORTHEAST FINANCIAL Founders and Key Employees

Name Title In Position Since
Elwood B. Davis President October-1999
Catherine L. Davis Vice President, Treasurer April-2013
Patrice S. Reilly Chief Compliance Officer; Chief Operations Ofc; Secretary; Vp April-2013

NORTHEAST FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

NORTHEAST FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


NFC’s starting point in developing a strategy for a family’s investments is their risk tolerance and investment goals. We also look at the macroeconomic picture and focus on economic growth and inflation expectations. We believe the most important investment decision is asset allocation and typically take a long term investment view. We are not “traders.” In fixed income we focus on the quality of the issuers and duration. There is a material risk of devaluation of principal if interest rates increase. The longer the maturity length of the portfolio, the greater the risk.

We feel the proper allocation to fixed income should provide enough cash flow for the client’s spending needs. Any excess can be invested in equities, real estate, and other investments. When investing in equities we typically recommend mutual funds and are most comfortable with managers that are value investors. These manage...
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NORTHEAST FINANCIAL Portfolio Concentration

NORTHEAST FINANCIAL Location

518-B RIVERSIDE AVENUE
2ND FLOOR
WESTPORT, Connecticut
UNITED STATES, 06880

NORTHEAST FINANCIAL Contact Information

Phone Number: 203-226-8997
Fax Number: 203-222-9105
Website:

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