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Investment Research & Strategy
Macro, sector and asset class research translated into actionable allocation and rebalancing strategies.
Northbridge Investment Advisory, LLC is a fee-only registered investment adviser serving individuals, families and business owners across the United States and Canada. We provide research-driven portfolio guidance and fiduciary advice — never product sales. Our new website is on its way.
We are rebuilding our website from the ground up. Once launched, it will feature market research, a secure client portal, online meeting scheduling and investor education resources. In the meantime, please reach out using the contact details below.
Research-driven, fiduciary advisory across every stage of your financial life
Macro, sector and asset class research translated into actionable allocation and rebalancing strategies.
Diversified, tax-aware portfolios built around your goals, timeline and tolerance for risk.
Volatility planning, drawdown control and stress testing to help weather difficult markets.
401(k), IRA and cross-border planning for entrepreneurs, executives and business owners.
Coordinated guidance with your CPA and attorney on estate, trust and legacy planning.
Values-aligned portfolios and ESG due diligence that balance long-term return and impact.
A transparent, four-step process — from first conversation to ongoing review
A complimentary call to understand your goals, finances and risk tolerance.
A written proposal covering recommended allocation, accounts and implementation.
We help you put the plan in motion while keeping costs and taxes in focus.
Scheduled check-ins and rebalancing as markets and life circumstances change.
Founded in 2014, Northbridge Investment Advisory, LLC is headquartered in Boston with offices
in New York and Toronto. We are a fee-only, fiduciary firm: we do not sell products, accept
commissions or custody client assets, so our only compensation is the advice we provide.
Our website is currently undergoing a full redesign and remains under construction.
Thank you for your patience while we complete it.
Our advisory team is available while the website is being built. Call or email us and we will respond within one business day.