NORTHERN LIGHTS ADVISORS, INC.

Overview

Northern Lights Advisors, Inc. is an independent registered investment adviser that focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm emphasizes tax-aware portfolio construction — its largest public holding is a Vanguard tax-managed fund and a substantial portion of its equity exposure is held in ETFs and mutual funds. Northern Lights Advisors, Inc. describes itself as an active ESG investor, integrating environmental, social and governance considerations into manager selection and portfolio choices. The firm operates as a fee-based adviser using a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. Northern Lights Advisors, Inc. is not positioned as a capital allocator; instead it sources exposure to specialty strategies through third-party managers and pooled vehicles. Its product approach leans toward liquid, publicly traded funds for core equity and fixed income exposures, with selective use of alternative managers for diversification and return enhancement.

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Public Holdings

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Location & Offices