Asset Management

Entrust your Asset Management needs to a Registered Investment Advisor – NEFG

As independent advisors the only compensation we receive comes from our clients, which aligns their goals with ours.

Utilizing an open architecture framework of products and services we provide unbiased advice built on fiduciary best practices. We are legally and ethically obligated to regard and manage your assets with the utmost prudence and care.

Our Asset Management Services Include:

  • Investment Policy Statement preparation
  • Asset Allocation creation
  • Investment manager recommendations
  • Ongoing monitoring and due diligence of fund selections
  • Design “Watch List” analysis
  • Create “due diligence” reports that document manager adherence to IPS guidelines
  • Recommend manager termination and a suitable replacement as needed
  • Attend Investment Committee meetings and provide meeting minutes to further document the due diligence process
  • Coordinate with all service providers

Contact us today