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New England Asset Management, Inc.

Updated today

Total assets under management

$111,718,023,582

Total clients

17

0% high-net worth

Total advisors

1

of 122 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

17

Average account size

$6,571,648,446

About

New England Asset Management, Inc. (NEAM) provides investment management and related services predominantly to insurance company clients, and also serves government entities, pension/profit-sharing plans, pooled investment vehicles and a single high‑net‑worth individual. Its services include separate‑account asset management across active fixed‑income mandates (including preferred securities, structured‑product yield enhancement, private placements and sub‑advised high‑yield strategies), equity and ETF strategies, investment accounting and enterprise capital analytics.

NEAM’s investment process is governed by a formal Policy Committee that sets firmwide fixed‑income parameters, with portfolio managers who translate those guidelines into tailored separate‑account portfolios and dedicated research, trading and control functions for execution and oversight. The firm distributes periodic market commentary and investment research to clients at no additional charge, offers a web‑based risk and reporting platform for daily portfolio monitoring, and relies on affiliated sub‑advisory relationships and revenue‑sharing arrangements to support specialized strategies.

What distinguishes NEAM from many peers is the combination of a large asset base concentrated in a relatively small, institutional client roster and the use of an affiliated non‑U.S. sub‑adviser capacity to manage non‑U.S. mandates. NEAM also acts as collateral manager for certain legacy collateralized debt obligations and discloses revenue‑sharing arrangements with sub‑advisers and fund providers, noting and addressing the related conflicts through disclosure and internal policies.

Client services

Portfolio management Newsletters or periodicals

Expertise

Private / alternative investments Active portfolio management Tax-loss harvesting

Occupation focus

Government Employee

Fee options

Fixed

One-time flat fee may be charged for investment data conversion; amounts not specified

Percentage

$0 - $25 million: 35 bps Over $25 million+: 30 bps $0 - $250 million: 25 bps Over $250 million+: 20 bps Greater than $0+: 50 bps Greater than $0+: Up to 20 bps Greater than $0+: 50 bps Greater than $0+: 50 bps Greater than $0+: 43 bps Greater than $0+: 95 bps Greater than $0+: 50 bps Greater than $0+: Up to 30 bps

Other

Minimum fee: Annual minimum fee varies based on fee schedule and asset amount; specific amounts not stated

Main office location

New England Asset Management, Inc.

74 Batterson Park Rd., Pond View Corporate Center

Farmington CT 06032, United States

Number of offices

1

Most active in

California · Connecticut · Illinois · Louisiana · Nevada · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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