NEW ENGLAND SCHOONER, INC.

Overview

New England Schooner, Inc. is an independent registered investment adviser serving individual and family clients on a fee‑based, percentage‑of‑AUM model. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients, with an added capability for pension consulting. Investment programmatically, the firm leans heavily on pooled, professionally managed vehicles—public funds and mutual funds are the primary building blocks of client portfolios—rather than on in‑house proprietary strategies or direct alternatives management. New England Schooner does not position itself as a capital allocator; when clients need exposure to nontraditional assets the firm relies on third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices