Looking Inward

Our investment approach is conservative in nature. We avoid trends and speculative behavior, only working with high quality securities. With over 40 years of experience, our firm has successfully navigated both up and down markets to preserve and grow client assets over the long-term. Our firm strives for transparency and quality in all we do, fulfilling a rigorous set of requirements in order to be regulated by the SEC. Our client accounts are held at State Street Bank in Boston, one of the world’s largest custodians.

Looking Closer

New England Research & Management’s investment approach allows us to focus on long-term growth through trading in both equities and fixed income instruments. We have full discretion over all client accounts and trade actively, giving us the ability to take advantage of changing market conditions and volatility. In addition to our own proprietary research, we have built relationships with multiple independent research firms to provide us with a variety of perspectives.

Looking Closer

Our team works closely with each client to determine their life goals and investment objectives, before aligning our trading and allocation methods with those goals. We communicate with our clients in the manner and with the frequency that they prefer, whether that is through emails, phone conferences, mailings, or face-to-face meetings. We strive to keep our clients informed on global economic conditions and their impact on the actions we take on behalf of our clients. We also build close working relationships with our clients’ tax and legal advisors, simplifying the whole financial management process and maximizing the team approach. 

Eyes Forward

We work with a variety of clients of all ages and from all stations in life with very diverse needs. We customize each portfolio based on the individual investment goals and objectives. No two accounts are the same, as no two clients are the same. We handle the daily needs of your portfolio so that you can focus on the things that matter most to you. We work closely with our clients on the following matters:

Retirement Strategies
  • Tax Planning
  • Trusts and Estate Work
  • Charitable Giving
  • Wealth Transfer to the Next Generation
  • Cash Flow Analysis
  • Financial Planning
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