NEFPG

Overview

Nefpg is an independent registered investment adviser organized as a limited liability company and operating since 1982. The firm focuses on serving individual and family clients, as well as small business owners, with financial planning and portfolio management. Its fee arrangements are flexible — percentage of assets under management, hourly charges and fixed fees are used depending on client needs. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for core portfolios, complemented by allocations to third-party alternative managers. Nefpg does not position itself as a direct capital allocator; instead it sources external managers across several alternative asset classes and integrates those exposures into client portfolios. The firm is not an active ESG investor and is structured to provide both discretionary and non-discretionary advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices