Northfork Advisors

NorthFork Advisors is an independent, fee-only registered investment advisor that provides comprehensive financial planning, discretionary portfolio management, and investment consulting to individuals, high‑net‑worth families, foundations, trusts, nonprofits, and other entities. The firm reports managing roughly $92 million in client assets and also offers stand‑alone financial planning, hourly consulting, educational workshops, and nonprofit endowment advice.

The firm’s investment approach emphasizes long‑term, risk‑managed asset allocation and diversification, with portfolios implemented through mutual funds, ETFs, and selected Separate Account Managers; NorthFork also offers index strategies for clients who prefer non‑ESG exposures. NorthFork specializes in values‑aligned and ESG investing—using negative and positive screening, manager selection, and shareholder engagement—and conducts periodic reviews to align strategies with each client’s goals, time horizon, and risk tolerance.

Compared with many peers, NorthFork is distinctive for its Certified B Corporation status and its formal affiliation with another registered adviser that historically sponsored private special‑purpose vehicles (SPVs) for private placements; some clients have participated in those investments and firm owners have potential economic interests in the affiliate’s activities, although the affiliate no longer establishes new opportunities. The firm documents its conflicts and fiduciary duties in its disclosures and evaluates outside managers for ESG integration and shareholder engagement, a combination of features that is relatively uncommon among similarly sized supported firms.