BUSINESS » Asset Management and Trust Services
At Northeast's Asset Management and Trust Services group, our Professional Staff and Relationship Managers are committed to serving you with objective financial advice while providing access to virtually every financial product or service available today.
Our primary goal is to provide the highest quality investment management and trust services available. We work very closely with our clients to assist them in establishing the most appropriate parameters and guidelines. This provides a framework upon which their long-term investment strategy will be initially formulated. Every client relationship starts with an overview of their financial situation which takes into account total asset distribution, investment objectives, risk tolerance, tax status, income and liquidity needs, as well as the underlying forces and trends in the marketplace. Together, we will work with you to create and implement a comprehensive plan tailored specifically to meet your financial needs and goals.
Investment Process
Dedicated Investment Manager – Your investment manager will conduct an initial in-depth exploration of your financial situation. Going forward they will work as your strategic partner. Our practice of providing individual attention allows us to better meet your changing needs.
Immediate Access to Decision Makers – We take pride in our ability to fully marshal all internal and external resources on your behalf. Along with your input, we regularly monitor the results of your plan. At any point in time you always know where you stand.
Simplicity – The world today is complicated. Investment management is an avenue through which the sophisticated needs of our high net worth clients are satisfied in a private and professional manner. Our techniques are further enhanced by providing our clients with an Investment Policy Statement that is easily understood and is the structure by which we manage your investments.
Our Mission
Our customers are at the heart of what we do. You’ll find our mission is the affirmation of our highest priorities.
- To meet the financial needs and goals of our clients by providing investment solutions in the form of a comprehensive investment policy statement that utilizes the investment management principals of diversification and asset allocation.
- To serve our customers with honesty and integrity, with objective financial management based on their needs and goals, and with exemplary personalized service.
- To always act in the best interest of our client.
Our Commitment
Confidential and Personalized Service - At Northeast Bank, we’re passionate about our client-centered approach to asset management. Your financial needs will drive the investment objectives. We will work with you to create and implement a comprehensive plan tailored specifically to meet your financial goals.
For more information or to schedule an appointment please contact Odias Bachelder at (800) 284-5989 ext. 3122 or obachelder@northeastbank.com.