Independence Wharf
470 Atlantic Avenue, 4th Fl
Boston, Massachusetts 02210
Tel: 617-535-6946 Fax: 617-535-6945
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Investment Advisory & Manager Searches

Investment Monitoring and Manager Searches

New England Retirement Consultants can provide investment performance reports on a regular basis. These reports can include investment manager performance analysis, risk analysis and style analysis comparing various market cycles to both benchmarks and peer groupings. Manager searches and selections for mutual funds and independent separate account managers are made with various databases that meet the client objectives based on stated investment objectives.

Asset Allocation

New England Retirement Consultants provides asset allocation services to help determine the appropriate risk reward allocation for each client based on spending policy needs or plan benefit payments. Investment manager searches will be specific for each client and their stated investment criteria. We utilize several databases for independent mangers as well as mutual funds. Selection includes manager tenure, performance, style, pricing and reputation.