NEW ENGLAND FINANCIAL GROUP

Overview

New England Financial Group is a small, single-owner advisory practice focused on portfolio management for individual and family clients and small businesses. The firm operates as a sole proprietorship and runs a fee model based on a percentage of assets under management, delivering discretionary portfolio management for the majority of client relationships. Its business activities include the sale of other financial products in addition to advisory services. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity is centered on public funds and mutual funds as the primary vehicle for client exposure, while the firm also allocates to third-party real estate strategies as an alternatives sleeve. Given the firm’s size and ownership structure, investment decisions are likely centralized and driven by a small leadership team focused on individual and family needs rather than institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices