With substantial wealth comes substantial responsibility, and many wealthy families and their family office professionals have turned to NEPC to help them design and implement a successful investment program. We work with clients to fulfill not only their investment goals, but also non-investment goals such as philanthropy and multi-generational investment education.
NEPC Private Wealth Management capitalizes on our expertise in the traditional financial markets and alternative investment strategies, by developing the optimal investment plan for achieving the desired investment results within the context of each client's unique situation. Clients and their family office, tax, and legal advisors, can leverage the substantial resources we dedicate to serving our diverse client base. NEPC's Private Wealth Management helps clients oversee and implement every facet of the most complex investment plan; on an ongoing basis, our investment consulting services address each phase of the investment process, including the review or development of an investment policy statement, investment manager search and due diligence, consolidated reporting, and quarterly rebalancing and cash flow reviews. Clients who choose NEPC seek unbiased advice and oversight of their investments, as we only receive revenue from client fees, and our only business is investment consulting.
For more information, please contact:
John V. McManmon, III
Senior Consultant
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