To appear in Financial Advisor’s RIA Ranking for four consecutive years and see advisory assets grow by 25% is a testament to the work that our staff does on a daily basis to service our clients.
North Andover, MA (PRWEB) August 08, 2013
New England Investment & Retirement Group, Inc. (“NEINV”) has been listed in Financial Advisor Magazine’s RIA Ranking of Financial Advisors by Total Assets for the fourth year in a row. NEINV ranked 244th out of 522 participants nationwide and 10th out of 65 firms in its asset category of $300 million to <$500 million. The Firm experienced an approximately 25% increase in new investment advisory assets primarily by providing new services to existing clients.
In response to the ranking, President and Founder Nick Giacoumakis stated, “To appear in Financial Advisor’s RIA Ranking for four consecutive years and see advisory assets grow by 25% is a testament to the work that our staff does on a daily basis to service our clients. I applaud my staff for their hard work and thank our clients for believing in us as our Firm continues to grow.”
Financial Advisor’s 2013 RIA Survey and Ranking includes information on Year End Assets, Percent Growth in Assets 2011-2012 and Percent Growth in Assets per Client. Massachusetts firms accounted for over 5% of the total firms responding. The annual survey was published in the magazine’s July 2013 issue.
In 2012 NEINV invested in state of the art infrastructure and technology that provide clients with more detailed reporting and enhanced customer service. The Firm also continues to develop strategic alliances in order to offer comprehensive services to both existing and prospective clients.
“We are always looking for new investment talent and the latest technology to allow us to better serve our clients,” explains Giacoumakis. “I am proud of my staff for their ability to consistently serve our clients using the latest financial planning and customer service solutions.”
Through its unique model-based investment management program, NEINV’s financial advisors can steadily offer financial planning solutions to each individual client as the Firm continues to expand. NEINV utilizes a scalable investment management process that allows clients to realize the benefits of a model portfolio that fits their needs without sacrificing consistency or results.
“I am thankful for a faithful client base that trusts our staff and financial advisors,” stated Giacoumakis. With the new infrastructure in place, I am glad to say we will continue to offer our clients the same high caliber experience with better reporting and new offerings. I am grateful for them being a part of NEINV’s success, both today and in the future.”
About New England Investment & Retirement Group
New England Investment & Retirement Group, Inc. is an independent Investment Adviser specializing in creating comprehensive personal financial planning and group benefit planning solutions for individuals and corporations throughout New England. Since its inception in 1995, NEINV has provided customized investment management strategies and wealth management plans in order to help hundreds of clients meet their financial goals. As of June 30, 2013, the Firm advised on approximately $576 million in assets and was headquartered at 231 Sutton Street in North Andover, MA. To learn more about NEINV, visit http://neinv.com, (978) 975-2559 or follow them on [LinkedIn.
The ranking information contained in this report is for informational purposes only. It should not be deemed investment advice and is not indicative of the Firm’s future performance. Rankings are based on discretionary and non-discretionary assets under management as reported on Form ADV. Performance is not a criteria for ranking. NEINV believes that the information contained herein is from a reliable source but it cannot assure its accuracy, completeness or suitability for any purpose. Neither NEINV nor any of its financial advisers paid a fee to Financial Advisor Magazine in exchange for the ranking.