NORTHPORT INVESTMENT MANAGEMENT, LLC

Overview

Northport Investment Management, LLC is an independent registered investment adviser that focuses on fee-based relationships with individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and other businesses or institutions. Its fee schedule includes a percentage of assets under management, as well as hourly and fixed-fee arrangements, which suggests flexibility for both ongoing wealth management and one-off planning engagements. Investment positioning favors liquid equity exposure: the firm's stated preference is equities, and it allocates the majority of client capital to exchange-traded instruments. Northport does not identify as an active ESG investor and is not structured as a multi-state adviser, indicating a concentrated client base and a straightforward, equity-first approach to portfolio construction. Services emphasize discretionary portfolio management, delivered through separately managed account structures and pooled mutual fund positions where appropriate.

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Location & Offices