Is New England Investment & Retirement Group Also A Broker
Currently New England Investment & Retirement Group is also a Broker-Dealer or is affiliated with one. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds, cross-selling of commissioned insurance products, and the sale of proprietary investment products. All of these conflicts can negatively impact clients via hidden fees and overall higher costs.
New England Investment And Retirement Group
New England Investment and Retirement Group, Inc. was founded in 1995 by Nick Giacoumakis and it is located in North Andover, Massachusetts. Since then, the Firm has grown to fifteen members. New England Investment and Retirement Group, Inc. currently offers wealth management services including investment management, risk management and asset protection, retirement and sufficiency planning, as well as estate and charitable planning. New England Investment and Retirement Group, Inc. provides education, communication, and quality service for each of its clients, as it strives to help each client achieve financial independence and make informed financial decisions.
The Firm remains committed to the same vision it had in 1995:
To help clients achieve lifestyle and legacy goals using time-honored investment traditions
To offer a wide range of planning services
To commit to safeguarding the interests of each client.
New England Investment and Retirement Group, Inc. strives to deliver customized results to its clients without sacrificing quality. The Firm has avoided many of the asset allocation and monitoring challenges affecting other financial firms by using a model-based approach. New England Investment and Retirement Group, Inc. strives to deliver customized results without sacrificing consistency.
View the Terms and Conditions page for New England Investment and Retirement Group here.
Welcome To Neirg Wealth Management
Since opening our doors in 1995, NEIRG Wealth Management has evolved to become one of the regions premier wealth management and retirement planning services firms.
Over twenty years later, we are continuing to evolve and grow every day to provide our clients with innovative strategies and techniques to achieve their specific financial goals, big or small.
We believe this growth is rooted in an unwavering commitment to our founding mission: to help our clients pursue financial independence by providing objective guidance and by bringing value through communication, education, and exceptional service.
This means that our relationship with you is at the center of every aspect of our customized planning process. At NEIRG Wealth Management, we take the time to understand what matters most to you. We will discuss your goals, expectations, risk tolerance, and more to help us determine our strategies and every recommendation we make.
I hope youll take a little time to explore our firm and speak to some of our team. I think youll find in us a trusted partner who is singularly dedicated to helping you pursue your vision for the future with confidence and security.
On behalf of everyone at NEIRG Wealth Management, thank you for considering us. We look forward to helping you achieve your financial success today as well as your financial future tomorrow.
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Focus Financial’s Connectus Acquires 3 Firms In 3 Days
Diana Britton | Oct 04, 2021
Connectus Wealth Advisers, a division of Focus Financial Partners, has acquired three wealth management firms in the past weekone in the United Kingdom, one in Massachusetts and one in Australia.
Related:Focus Financials Connectus Launches Business Development Program
On Friday, the firm announced the acquisition of New England Investment & Retirement Group , an RIA in North Andover, Mass. The firm, which has about $766 million in assets under management, according to its latest Form ADV, serves high-net-worth families and individuals, trusts, estates, endowments and retirement plans. NEIRG also offers proprietary alternative investments.
“This transaction is evidence of Connectus’ continued strong momentum in the United States, said Rajini Kodialam, co-founder and chief operating officer of Focus, in a statement. Connectus’ ability to empower advisers, through access to deep resources and state-of-the-art client service capabilities, provides a unique balance of scale and expertise with a vital emphasis on the client relationship.
Related:After A Win Down Under, Connectus Heads to the UK
On Thursday, Connectus announced plans to acquire MISSO Wealth Management, a Brisbane, Queenslandbased firm. MISSO, founded in 2001 by Jason Misso, services high-net-worth and ultra-high-net-worth clients throughout Australia.
The Trident deal has already closed, while the NEIRG and MISSO transactions are expected to close in the fourth quarter.
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What Kind Of Clients Laura Giacoumakis Serves
The firm provides services to individuals and high net worth individuals. The largest group of clients of Laura Giacoumakis is high net worth individuals with 136 clients and $332.23 million of assets under management. Among the 11 most similar advisory firms, New England Investment & Retirement Group has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $511.47 million for 743 clients that can include trusts, estates, and 401 plans and IRAs of individuals and their family members. 1% of the firms clients are foreign persons or businesses.
New England Investment & Retirement Group doesn’t advise any private funds.
Which Securities Does New England Investment & Retirement Group Trade For Itself That It Will Also Be Recommending To Me
New England Investment & Retirement Group has marked in their disclosures that they trade recommended securities. While this often can be seen as “eating your own cooking,” there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold that they will also be recommending to you.
Our system found no other conflict questions to ask. Checks take place monthly.
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New England Investment And Retirement Group We Are Where You Are
No matter where you are, New England Investment and Retirement Group is just a phone call away. We also understand that you sometimes need to meet in person with your advisor, which is why we have locations in North Andover, MA and Naples, FL.
Since our founding in 1995, New England Investment and Retirement Group has been recognized as a leading wealth management and financial services firm throughout the Northeast. Our expanding clientele is what led to us opening our Florida office, allowing us to continue our mission of providing wealth management and financial services.
The same values of education, communication and exceptional service is consistent no matter where you are. Wherever you reside, New England Investment and Retirement Group is there for you.
North Andover, Massachusetts Office
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Careers At New England Investment & Retirement Group Inc
The company employs 16 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees dont receive compensation from other entities for client referrals.
Laura Giacoumakis has been acting as President since 1 May 2007. Brian Christopher Pirri joined the executive team most recently as the Partner.
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Does New England Investment & Retirement Group Offer Products That Have Performance
When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. This could be detrimental to a client during down markets.
New England Investment & Retirement Group To Join Focus Partner Firm Connectus Wealth Advisers Continuing Connectus’ Strong Momentum In The United States
NEW YORK, NY / ACCESSWIRE / October 1, 2021 / Focus Financial Partners Inc. , a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which New England Investment & Retirement Group, Inc. , a registered investment adviser headquartered in North Andover, MA, will join Connectus Wealth Advisers . The transaction is expected to close in the fourth quarter of 2021, subject to customary closing conditions.
Founded in 1995, NEIRG provides holistic wealth management services to high-net-worth individuals and families, trusts, estates, endowments and retirement plans. Through sophisticated financial planning and a differentiated investment management approach, including access to proprietary alternative investment solutions, NEIRG provides its clients with highly personalized services to help them attain their objectives.
“Joining Connectus will position us to achieve the next phase of our firm’s evolution and growth while maintaining our boutique service approach and culture. Connectus will equip us with a very attractive suite of tools and resources, which will further enhance our ability to meet each of our client’s unique needs,” said Nick Giacoumakis, NEIRG’s President and Founder. “Leveraging these capabilities to both expand our business and deepen our relationships with clients will make this an ideal partnership.”
About Focus Financial Partners Inc.
About Connectus Wealth Advisers
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New England Investment & Retirement Group Inc
400 Fifth Avenue S. Suite 203, Naples, Florida 34102
Founded in 1995, New England Investment & Retirement Group, Inc. has grown to become a nationwide premier investment advisory and wealth management firm. Over the past few years, NEIRG has continued to grow its business in Southwest Florida, with our newest location on 5th Avenue, in Naples. The firms expertise is in assisting both individual and business clients in three main areas: Investment Management, Business Preparation for Succession/Exit planning and Comprehensive Financial Planning services.
We believe this growth is rooted in an unwavering commitment to our founding mission: to help our clients pursue financial independence by providing unbiased, objective guidance, and by bringing value through communication, education, and exceptional service. Principals of the firm: Nick Giacoumakis & Brian Pirri
