New England Investment Consulting Group

New England Investment Consulting Group was established in Amherst, Massachusetts, serving as a regional investment advisory and consulting practice.

New England Investment Consulting Group

New England Investment Consulting Group was established in Amherst, Massachusetts, serving as a regional investment advisory and consulting practice. The firm provides asset allocation modeling, investment manager due diligence, and performance monitoring for institutional investors including endowments, foundations, and private wealth clients. Its geographic concentration in the Northeast shapes a service model built on direct client relationships rather than a national distribution platform. The firm's advisory work spans public equities, fixed income, and alternative investments, with manager selection covering both traditional long-only strategies and private market funds. Client portfolios typically incorporate a mix of core equity and fixed income mandates alongside allocations to private equity, real assets, and hedge fund strategies. The consulting group structures engagements on a non-discretionary or discretionary basis depending on client governance requirements, with a focus on smaller and mid-sized institutions that may lack internal investment staff. The practice maintains its sole office in Amherst, operating without satellite locations or affiliated wealth management entities. The firm does not publicly disclose assets under advisement or assets under management. No recent fund launches or major strategic shifts have been reported in the last 24 months. The structural distinction of New England Investment Consulting Group lies in its regional focus and lean operating model — a boutique advisory practice serving a concentrated client base from a single location, outside the major financial centers. This architecture favors relationship continuity and customized portfolio design over the standardized model portfolios typical of larger consulting platforms.

Website

neweicgroup.com

linkedin.com/company/new-eic

General information

Firm type

Generalist

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Amherst

Corporate office

Amherst, MA, United States

What type of clients does New England Investment Consulting Group serve?

The firm advises institutional investors such as endowments, foundations, and private wealth clients, with a focus on small to mid-sized organizations in the Northeast. Its client base typically includes institutions that benefit from outsourced investment office support and customized portfolio guidance rather than standardized advisory packages. Specific client names are not publicly disclosed.

How is the firm's investment consulting structured — discretionary or non-discretionary?

New England Investment Consulting Group offers both discretionary and non-discretionary advisory engagements depending on the client's governance model and internal resources. For non-discretionary relationships, the firm provides asset allocation recommendations, manager due diligence, and performance reporting while the client retains final decision authority. Discretionary mandates allow the firm to implement and manage portfolios directly within agreed-upon investment policy parameters.

What is the firm's geographic footprint?

The firm operates from a single office in Amherst, Massachusetts, and its client base is concentrated in the Northeast. There are no additional offices or regional satellite locations. This single-location model supports a relationship-driven service approach but limits on-the-ground presence outside New England.

Does New England Investment Consulting Group manage proprietary investment funds?

The firm's primary function is investment consulting and advisory, not proprietary fund management. It does not publicly market proprietary commingled funds. Its role centers on manager research, selection, and portfolio construction across third-party investment vehicles rather than manufacturing in-house investment products.

What investment strategies and asset classes does the firm cover?

The consulting group covers public equities, fixed income, and alternative investments including private equity, real assets, and hedge fund strategies. Manager due diligence spans both traditional long-only mandates and private market funds. Portfolio construction typically blends core equity and fixed income holdings with diversifying alternatives, calibrated to each client's liquidity needs and risk tolerance.

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