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 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 58% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 58% of the manager's regulatory AUM.
NORTHEAST FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORTHEAST FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VUG | 10.89% | ETF | 7.17% | 0.24% | 1 | 10% | ||
| PFE | 6.9% | Health | -3.65% | -0.24% | 0 | 34% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
NORTHEAST FINANCIAL Portfolio Concentration
NORTHEAST FINANCIAL Location
518-B RIVERSIDE AVENUE
2ND FLOOR
WESTPORT, Connecticut
UNITED STATES, 06880
2ND FLOOR
WESTPORT, Connecticut
UNITED STATES, 06880
NORTHEAST FINANCIAL Contact Information
Phone Number: 203-226-8997
Fax Number: 203-222-9105
Website: http://www.nfc-westport.com
Fax Number: 203-222-9105
Website: http://www.nfc-westport.com
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