A complete list of active advisors currently associated with New England Research & Management, Inc.

Warmer can help you find a great advisor at New England Research & Management, Inc. or one who fits your needs even better.

New England Research & Management provides discretionary investment management principally to high‑net‑worth individuals and families, handling revocable and irrevocable trusts, retirement and pension accounts, custodial accounts, foundations, and estates. The firm reports roughly $337 million in assets under management across 149 client accounts and typically requires a $500,000 minimum to open an advisory relationship, with exceptions made at the firm’s discretion. NERM customizes portfolios to individual client objectives and manages each account separately rather than as a pooled vehicle, employing a mix of exchange‑listed securities, ETFs, mutual funds, corporate and government debt, foreign issuers, warrants and related instruments. The firm exercises full discretionary authority over trading and may use short‑term trading strategies in volatile markets when it deems appropriate. Compared with many peers, NERM discloses the use of margin borrowings and derivatives (including options and exposures tied to cryptocurrency ETFs) within separately managed accounts, and it explicitly describes the attendant risks such as margin calls and derivative volatility. The firm also offers additive client services such as an annual tax return summary for taxable accounts and leaves proxy voting with clients rather than accepting proxy‑voting responsibility.

To learn more about the advisors currently working at New England Research & Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.