New England Research & Management, Inc

New England Research & Management, Inc. is a personalized, long-term investment management services firm with offices in Boston and Chicago. The firm was founded in 1978.  At NERM, we are focused on building strong, lasting relationships with our clients and enhancing the performance of their assets over the long term. We are proud to provide financial comfort to individuals, families, and firms across the country and around the world.

Our Four Perspectives

  • The Philosophy

    A conservative approach with consistent results.

  • The Plan

    Long term strategies with flexible focus.

  • The Relationship

    Communication that counts, with people that know you.

  • The Future

    Finding Confidence in the road ahead.

“As a trusted adviser, we provide a highly personalized approach to wealth management. I’m proud to lead an organization that continually asks, ‘Is there anything else we can do for you?’, and look forward to building wonderful relationships with clients as we work to meet and exceed their long-term financial goals.” — Marguerite  Collins, President & CEO