Independence Wharf
470 Atlantic Avenue, 4th Fl
Boston, Massachusetts 02210
Tel: 617-535-6946 Fax: 617-535-6945
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Outsourcing of Chief Investment Officer Function

New England Retirement Consultants provides a unique and compelling solution for Investment Committees who want to improve: Governance, execution, customization, transparency and reducing liability & exposure to investment committees & their organizations. We provide these customized investment-outsourcing services for small to mid sized endowments, foundations and retirement plans. The goals and objectives reside with the Investment Committee and the committee can delegate all or part of the investment decision-making process. Investment outsourcing provides fiduciary parity of investment committee members while allowing investment transactions to occur more efficiently and effectively.  Using a combination of Separately Managed Accounts (SMA’s) and mutual funds provides for specific investing, especially as per donor instructions. For qualified ERISA retirement plans we become a 3(38) fiduciary.