NEW ENGLAND Overview
New England Investment & Retirement Group Inc. is an investment advisor that manages 558.6 MM dollars in regulatory AUM and has 13 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/20. The fund's latest filing disclosed 397MM in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/20. The fund's latest filing disclosed 397MM in positions, representing 71% of the manager's regulatory AUM.
NEW ENGLAND StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEW ENGLAND Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 9.16% | ETF | 6.74% | 0% | 0 | 22% | ||
| AGG | 7.39% | ETF | 0.51% | -0.13% | 0 | 7% | ||
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FEATURED IN
NEW ENGLAND Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Nicholas J. Giacoumakis | President And Director | July-1997 |
| Laura Giacoumakis | Director | May-2007 |
| Patrick J. Sheppard | Chief Compliance Officer | February-2014 |
NEW ENGLAND Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NEW ENGLAND Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
The Firm’s core expertise is creating and actively managing investment accounts for clients based on their individual goals and objectives. The Firm utilizes both strategic and tactical asset allocation to achieve this. The Firm employs various investment strategies for each client based upon the goals and objectives stated by the client during consultations. The client may change these objectives at any time. Each client completes a client profile and risk assessment that documents their investment goals and objectives and their desired investment strategy.
Strategies may include long-term and short-term trading, short sales, and margin
transactions. To the extent appropriate based on a client’s investment objective and strategy, the Firm may utilize options and option strategies in a client’s portfolio. Some examples include long calls and puts, ...
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Methods of Analysis and Investment Strategies
The Firm’s core expertise is creating and actively managing investment accounts for clients based on their individual goals and objectives. The Firm utilizes both strategic and tactical asset allocation to achieve this. The Firm employs various investment strategies for each client based upon the goals and objectives stated by the client during consultations. The client may change these objectives at any time. Each client completes a client profile and risk assessment that documents their investment goals and objectives and their desired investment strategy.
Strategies may include long-term and short-term trading, short sales, and margin
transactions. To the extent appropriate based on a client’s investment objective and strategy, the Firm may utilize options and option strategies in a client’s portfolio. Some examples include long calls and puts, ...
Unlock Full Investment Process Description
NEW ENGLAND Portfolio Concentration
NEW ENGLAND Location
231 SUTTON STREET
SUITES 2A/2B
NORTH ANDOVER, Massachusetts
UNITED STATES, 01845
SUITES 2A/2B
NORTH ANDOVER, Massachusetts
UNITED STATES, 01845
NEW ENGLAND Contact Information
Phone Number: 978-975-2559
Fax Number: 978-975-2789
Website: null
Fax Number: 978-975-2789
Website: null
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