About Us

Our clients define us. They come first in everything we do.

Everything we do is driven by our passion to improve lives one investment at a time. We gain a clear understanding of unique client situations and calibrate every investment decision with client success in mind. In order to prioritize client interests we remain independent, and invest heavily in research to have well-founded opinions. Expect our analysis to be thorough and our recommendations to be made with conviction.

Employee-owned NEPC is one of the industry’s largest independent, full-service investment consulting firms1, serving over 350 retainer clients with total assets over $1.3 trillion. Known for incisive expertise, exceptional service, and results, NEPC’s collective client base has outperformed the Investment Metrics/ICC median in 28 of the 34 years since our founding in 19862.

Our Client-Focused Approach

Independent Thinking

We provide advice that is objective, unbiased and uninfluenced by anyone except our clients and their goals. We respect conventional wisdom and follow traditional paths—when it’s wise. That said, we don’t shrink from breaking with standard methods when we think that a new direction offers a better approach.

Industry-Leading Consultants

A consulting firm has one key asset: its dedicated people. NEPC has cultivated and recruited exceptional professionals with diverse strengths—seasoned experts who understand the complexities clients face and how to help them navigate investments successfully.

Research-Driven Traditional and Alternative Investments 

We love great investment ideas. Superior investing is grounded in superior research and knowledge. NEPC has built one of the largest dedicated research teams in the consulting industry. Focused on innovative strategies, market trends and new products, our expertise spans asset allocation, traditional investments, and alternative strategies.


Each client is unique and, as a result, has unique investment goals. To deliver the best results, we listen closely and customize our solutions to pursue client goals with intelligence and rigor.


We specialize in certain client types, including private wealth, endowments, foundations, healthcare, defined benefit and defined contribution employee benefit plans (corporate, public, and Taft-Hartley), and insurance assets. Engage us as a traditional advisory consultant or as a discretionary (OCIO) manager of assets.

 Learn About Our Team


1. Source: Greenwich Associates 2020. NEPC was cited more than any other firm in the 2019 survey.

2. The median fund in the $2.0 trillion InvestorForce Universe (or the ICC Universe through 2011) represents average performance among a nationwide sample of plan sponsor results.

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