Business Primer

Northport Investment Management Business Primer*  

 

 - John  M. Grib, President, holds the Chartered Financial Analyst and Certified     Financial Planner™ designations and has over thirty years of investment    management experience with large banks, brokerage firms and trust companies in    the Philadelphia Area, managing personal/retirement  accounts, family trusts,    endowment and institutional accounts. 

  

- Unbiased investment advice. Absolute client focus. No proprietary products. No    conflicts of interest. Investment program tailored to each individual  client’s unique    circumstances/objectives/risk tolerance.


  - High touch, personalized service. Always accessible.  


  - Additional value-added direction and financial guidance as part of a holistic     relationship including: financial, retirement and estate planning/     budgeting/investment education. 

 

  - Registered Investment Adviser (RIA) regulated by the Pennsylvania Department of     Banking and Securities (DoBS). 100% fee-based compensation, no commissions.


   - In-house colleague Arthur L. Schiel, Principal of Avalon Financial Management, has      over forty-five years of investment management experience with over twenty-      five years as an independent financial adviser. 


  - Assets are held independently at Charles Schwab Institutional and are subject to     independent audit. Charles  Schwab custodies over $2 trillion of assets, of which     over $800 billion  are held in custody for independent investment advisers like     Northport  Investment Management. SIPC® insurance plus extra account protection.     Low transaction costs. 


 - Typical investments include: individual bonds, individual stocks, no-load, low-cost    mutual funds and exchange traded funds. Bond portfolios are managed for income,    stressing safety and yield. Equity portfolios are managed for total return, stressing    quality and dividend income. Portfolios are tailored to individual client risk     tolerances. 


- Clients  receive comprehensive monthly account statement(s) from Charles Schwab    Institutional which include cost basis of securities held. On-line access is available.


 - Clients receive comprehensive, in-depth, quarterly reports from Northport     Investment Management software. These reports include performance reporting     detail, providing the  time-weighted total return of the portfolio vs. various     appropriate benchmarks. 


- Management fees are charged quarterly, in arrears, and can be automatically    deducted from the  account(s).    


               *See Northport Investment Management Form ADV Part 2A for more details.  

Northport Business Primer (pdf)

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