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Get the free Firm Brochure (Part 2A of Form ADV) February 28, 2013 - Northeast ...

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NORTHEAST INVESTMENT MANAGEMENT, INC. INVESTMENT ADVISORS AND TRUSTEES 100 High Street, Suite 1000 Boston, Massachusetts 02110?2301 (617) 523?3588 Phone (617) 523?5412 Facsimile www.northeastinvest.com
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Start by gathering all the necessary information about your firm. This may include details about your products or services, your mission statement, company history, and any other relevant information you want to include in the brochure.
02
Create an outline or structure for your brochure. This will help you organize the content and ensure that you cover all the important aspects of your firm.
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Use clear and concise language to communicate your message effectively. Avoid using jargon or technical terms that may confuse readers.
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Include high-quality visuals, such as images or infographics, to make your brochure more visually appealing and engaging.
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Make sure to include contact information, such as your firm's address, phone number, email, and website, so that potential clients can easily get in touch with you.
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Proofread and edit your content for spelling and grammatical errors. It's important to have error-free content to maintain a professional image.
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Print a draft version of your brochure before finalizing it. This will help you double-check the layout and make any necessary adjustments.

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Firm brochure part 2a is a document that provides information about a firm's business practices, services offered, fees, and potential conflicts of interest.
Investment advisory firms registered with the Securities and Exchange Commission (SEC) are required to file firm brochure part 2a.
Firm brochure part 2a can be filled out by providing accurate and detailed information about the firm's operations, services, fees, and potential conflicts of interest as required by the SEC regulations.
The purpose of firm brochure part 2a is to provide transparency to clients and potential clients regarding the firm's business practices, services, fees, and potential conflicts of interest.
Information such as the firm's background, fees charged, investment strategies, disciplinary history, and conflicts of interest must be reported on firm brochure part 2a.
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