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, Inc. provides discretionary investment management to high‑net‑worth individuals and families, overseeing revocable and irrevocable trusts, retirement and pension accounts, custodian accounts, foundations, and estates. The firm manages approximately $285 million in client assets across roughly 172 client relationships and generally requires a $500,000 minimum for new accounts. NERM customizes each account using a mix of fundamental and technical analysis and invests across a broad set of instruments, including exchange‑listed securities, ETFs, municipal and corporate debt, foreign issuers, and warrants. Portfolios are managed on an individualized basis rather than as a commingled fund, and the firm discloses that it may employ borrowing (margin) and derivatives in separately managed accounts and will use short‑term trading when appropriate. Compared with many peers, NERM’s explicit use of leverage and derivatives within separately managed accounts is an uncommon practice for a firm of its size and client focus. The firm also directly debits advisory fees from client custodial accounts, uses an independent proxy‑voting service (Broadridge), does not charge performance‑based fees, and offers an optional Income Tax Summary for taxable clients.

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.