New England Research & Management, Inc.

Overview

New England Research & Management, Inc. is a small, independently owned advisory firm that has been SEC-registered since 1979. It serves both individual and family clients as well as institutional clients, providing portfolio management services with a particular emphasis on individuals and small businesses. The firm charges clients by a percentage of assets under management and also uses fixed fees for certain engagements. It does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Investment activity centers on publicly traded equities — exchange-traded stocks are the dominant vehicle in client portfolios — supplemented by mutual funds and corporate debt. Custody is concentrated at Fidelity Brokerage Services LLC, which currently holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices