New England Research & Management, Inc.

Overview

New England Research & Management, Inc. is a small, longstanding SEC-registered advisory firm that traces its registration back to 1979. It serves both individual/family and institutional clients and concentrates on discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and does not position itself as an ESG-focused allocator. Ownership is listed as individual and the adviser is not multi-state or part of a larger adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices