CRD: 110739
NEW England Research & Management, Inc.
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- Custodian
- Fidelity/NFS ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-1979
- Office Locations
- 1
Office Locations
About NEW England Research & Management, Inc.
New England Research & Management (NERM) is a Boston- and Chicago-based investment manager (founded 1978) providing personalized, long-term portfolio management and wealth management for individuals, families, entrepreneurs, and institutions. The firm emphasizes a conservative, relationship-driven approach and flexible asset-allocation strategies, with client portfolios implemented primarily via ETFs and supported by estate planning work.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARGUERITE MARY COLLINS
Chief Compliance Officer, President
- CRD
- #1808101
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sara Freer
--
- CRD
- #8134848
David Gosnell
Associate Principal
- CRD
- #8134904
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,346,056 | $756,240 |
| Non-Discretionary | $825,776 | $825,776 |
| Total | $285,171,832 | $756,424 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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