Investment Management
Strategic. Disciplined. Built Around You.
Your financial life is the sum of decades of decisions, each carrying consequences for your family and extending well beyond your own financial security. At New England Private Wealth Advisors, LLC (NEPWA), we take a strategic, long-term approach to investment management. We don’t pick individual securities and aren’t simply trying to beat the market. Instead, we construct fully customized portfolios around your specific goals, your risk tolerance, and the people depending on you to get this right.
Our Investment Philosophy
NEPWA utilizes a hybrid approach, including both active and passive/index strategies, calibrated to each client’s circumstances:
- Passive index-based strategies provide low-cost, tax-efficient exposure across broad, well-researched asset classes where markets are generally efficient.
- Active strategies are deployed where we believe they can potentially add incremental value net of fees.
This balance is intentional. By combining both approaches, we seek to capture broad market participation while retaining the flexibility to pursue targeted opportunities. For qualified clients, alternative and private investments may expand the investment universe to potentially add additional sources of return and diversification beyond traditional markets.
Depth Across Every Asset Class
We primarily leverage mutual funds and ETFs to create well-diversified, tax-efficient portfolios. Our platform also includes access to:
Separately Managed Accounts (SMAs), including direct indexing and options overlay strategies through specialist managers, for concentrated wealth and tax-sensitive situations
Alternative and private investments, including private credit, private real estate, infrastructure, and hedge fund strategies, for qualified clients seeking additional diversification and income
Proprietary Income SMA: NEPWA manages a globally diversified, income-focused, multi-asset managed account that seeks to deliver tax-efficient monthly income and maintain broad diversification across markets
Each tool is selected deliberately, matched to the client’s tax situation, liquidity needs, and long-term objectives.
Access to Private and Alternative Markets
In appropriate scenarios, we may expand a client’s diversification through alternative strategies.
Private Credit
From senior secured lending to specialty finance, we access the full spectrum of private credit strategies.
Private Real Estate Equity and Debt
We invest across the capital stack in institutional-quality real estate portfolios, targeting tax-efficient income from cash-flowing properties across a range of sectors and structures.
Infrastructure
Essential assets. Stable revenues. We invest in the physical backbone of modern economies, from utilities to data networks.
Hedge Fund Strategies
We provide access to diversified alternative strategies designed to complement, rather than mirror, a conventional portfolio.
Specialized Investment Strategies
Complex financial situations sometimes call for more than a standard portfolio. For clients navigating concentrated positions, significant capital gains, or illiquid assets, we work to implement strategies tailored to the specific problem at hand.
These decisions rarely exist in isolation. A concentrated stock position affects your tax plan. A real estate exit affects your income. Your income affects your estate. We coordinate across all of it.
Institutional Access. Independent Advice.
Every recommendation we make is based solely on what we believe serves the client best.
That independence gives us the freedom to partner with established investment managers, including Vanguard, J.P. Morgan Asset Management, PIMCO, BlackRock, T. Rowe Price, Goldman Sachs, and First Eagle Investments, and to seek access to institutional share classes and pricing for our clients when possible.
A Fee-Based Approach Aligned with Your Interests
When the decisions you make today will affect your family for decades, you deserve an advisor with nothing to sell and no agenda beyond your own. NEPWA is a fee-based wealth advisor, which means every recommendation we make is driven entirely by what we believe is right for you and the people depending on you.
Learn More About NEPWA’s Other Services
Meet the Team
Ira Rapaport, CEO and Founder
Steve Serrano, CIO
Connect with a NEPWA Advisor
Your financial life touches too many moving parts to manage in pieces. If you are ready to work with an advisor who coordinates multiple dimensions of your financial picture around what matters most, your family’s security and your long-term peace of mind, we would welcome the conversation.